Financial Needs Analysis

Every family needs to set clear financial goals and develop a plan. Our Financial Needs Analysis gives a detailed picture of your current financial situation and defines what you need to do to reach your objectives. We provide this valuable, confidential service at no cost to our clients.

In conjunction with our Financial Needs Analysis we answer the following questions:

  • What are the goals I should be setting, and how much do I need to save to achieve them?
  • How do I get on a workable savings plan?
  • How much insurance do I need and what types should I consider?
  • Are there products that provide guarantees against loss?
  • Are there products where I can grow my money and still have access to it without penalty or taxation?
  • Are there professionals that will work with me if I don’t have a lot of money?

Tax and/or legal advice not offered by TFI, World Financial Group or its affiliated companies.  Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.