Custom Comprehensive Written Financial Projection
Jaret is a triple-licensed professional qualified in mortgage brokering, life insurance brokering, and stock brokering. This means he has the expertise to view your entire financial situation like no one else. This financial projection is truly comprehensive because as we complete your mortgage, we have great insight into your cash flow, assets, and liabilities already. With a few more questions, your custom written projection will come together.
One of the topics that are covered could include an investment fee diagnostic, where you have the fees you are paying for investments or to the bank dissected and explained to you. Your rate of return could be crippled by high fees, where alternatives are available.
Another area of your life we could examine are your insurance needs. Many people do not fully understand the insurance products that are available or their benefit plans at work. A review and explanation of your current insurance coverage will let you know if you are under or over insured.
Lastly, a comprehensive portfolio review of your investments and savings. Has your portfolio been updated in the last 12 months to keep current with the macro global market conditions? Jaret can review and explain what you are invested in and how it compares to an average, diversified, moderate risk portfolio.
Comprehensive Financial Planning takes in to consideration a household’s uniqueness and then analyzes what types of investments, insurance products, and lending products are needed to help that household accomplish their financial goals now and long term.
For more information on Langley mortgages please contact Jaret today at 604-816-5988
Monday to Saturday between the hours of 8:00 am to 6:00 pm PST we will respond within an hour
or send us an email and we will respond within 24 hours.