Investment Management
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
Investment Process
"I build PROFESSIONAL INVESTMENT PORTFOLIOS based on facts, not emotions or hype, with an intense focus on risk management." - Jeff Sandene, CFP ® EVIDENCE-BASED INVESTING incorporates … Economic Research Actual Market Data Index Investing Evidence-Based Investing takes into consideration all...
Financial Planning Process
A strong planning process is the best way to create a strong, flexible financial plan. A transparent, effective planning process is based on two key aspects of financial planning: protection and access to funds when needed. A plan must ensure liquidity, to allow its owner to access funds when needed...
Retirement Planning
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
Estate Planning
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...
