Trevor McNeil, Financial Security Advisor

Description

While working with me as an advisor improves the likelihood you’ll reach your financial goals, it won’t happen by accident. Success starts by partnering to create an integrated plan that brings together all of the different parts of your financial life from investing and managing debt, to retirement planning and insuring against risk.
Your financial plan shouldn’t be a one-time, one-size-fits-all solution. An effective plan will be customized to your unique and specific needs and will adapt as those needs change over time. As a advisor we can get you on a successful path and keep you there by delivering specialized knowledge, experience and expertise backed by professional training. We can bring in specialists for greater expertise when required A mistake many people make is to equate financial planning with investing. As an advisor I take a holistic view of your situation. This ensures fundamental areas like tax planning, risk management and estate considerations aren’t ignored. When markets and the economy get rocky, we can offer perspective and help you make any necessary adjustments to your plan.