Alicja Gruntowicz, Financial Security Advisor

at 1440, 10250-101 Street, Edmonton , T5J 3P4 Canada

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

Assisting clients in realizing their financial security goals and dreams.

Description

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could 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 my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each financial security plan includes: Gaining a clear understanding of my 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

46 FB users likes Alicja Gruntowicz, Financial Security Advisor, set it to 40 position in Likes Rating for Edmonton, Alberta in Bank/Financial Service category

Summary

Alicja Gruntowicz, Financial Security Advisor is Edmonton based place and this enity listed in Financial Planning category. Located at 1440, 10250-101 Street AB T5J 3P4. Contact phone number of Alicja Gruntowicz, Financial Security Advisor: 7806320130