Securing Your Future
The experienced Blue Square Group financial advisors determine suitable investment strategies that reflect your individual situation. We are committed to assisting you in managing all aspects of your financial plans, and achieving your financial goals. After having established your objectives, your personal advisor will give you the opportunity to make smart investment decisions-decisions that provide strong financial returns and an improved quality of life.
Four Steps to Securing Your Future
- Assess the present situation by collecting and reviewing all relevant financial data such as: assets and liabilities, tax returns, records of securities transactions, etc.
- Identify the client’s goals and objectives both financial and personal. Our advisors help clarify the values and attitudes of the client. These may include the importance of providing for the education of the client’s children, or supporting elderly parents.
- Provide the client with written recommendations and alternative solutions. The length and nature of the recommendation will vary with the complexity of the individual situation, but will always be structured to meet the client’s individual needs.
- Provide periodic reviews and revisions of the plan to ensure that the client achieves his or her goals. The client’s financial situation should be reassessed at least twice each year to account for changes in life and economic conditions.