Emily White - Financial Security advisor

at 3rd Fl Terrace On The Sqaure, St. John's, Newfoundland and Labrador , A1B 4J9 Canada

1. Insurance Agent
2. Financial Planning
3. Bank/Financial Service

Helping Clients acheive their financial goals and dreams through problem solving and effective planning.

Description

I believe helping clients achieve their financial goals takes careful planning. Throughout our lifetime many things are bound to pop up; such as, financial emergencies, health crises, etc. any of which can dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with clients to help create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity, and retirement. Each financial security plan is tailored to meet each individual client’s needs, risk tolerance, and the goals they’d like to achieve. The process I take my clients on includes: •Gaining a clear understanding of clients’ goals and dreams •Analyzing their situation and identifying gaps •Building a financial security plan to help them achieve their short- and long-term goals •Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs

Company Rating

93 FB users likes Emily White - Financial Security advisor, set it to 35 position in Likes Rating for St. John's, Newfoundland and Labrador in Bank/Financial Service category

Summary

Emily White - Financial Security advisor is St. John's based place and this enity listed in Insurance Agent category. Located at 3rd Fl Terrace On The Sqaure NL A1B 4J9. Contact phone number of Emily White - Financial Security advisor: 709-722-7861 ext. 4395