You’re a forward thinker

You have to be.  As a successful business owner, you know only too well what can happen if you aren’t constantly planning and thinking ahead.  You’ve been running your own business for some time now and have experienced both the highs and the lows.  Lately, business has been pretty good and you have built yourself a sizable nest egg.  

You can’t help but think that retirement isn’t that far away.  While you may not be looking to completely divorce yourself from your business, you sure would like to know that you can if you want to.  You’d also like to make sure you’re going to be alright if there is another lull in the economy.  Maybe you have your eye on a second home or want to do some traveling.

Whatever your retirement looks like, the burning question you want answered is:

Will I have enough money to do what I want 5-10 years from now?

Of course, you know you will do OKAY, but the last thing you want, is any preventable surprises!  You want to make sure you structure things to minimize future tax repercussions.  You want to make sure your family will be fine should anything happen to you.  Most importantly you want to do better than just OKAY in your retirement years!

You need more than an Investment Advisor

While you definitely want to know how to best structure your investments, you need more sophisticated advice than this.  You need complete wealth management to make sure you minimize fees, watch the tax implications, and also take into account property values, inflation, government benefits and much more.  You need to make sure that the financial advisor who guides you along this path can think of as many contingencies as possible.

It would sure be great if this wealth management expert was also still around and looking out for you when you retire!  You don’t want to be constantly dealing with a new face and explaining your scenario again and again, like you have seen with the banks.  You need retirement planning from someone who is going to make sure you stay on track and guide you with sound advice over the next 5 to 10 years at the very least!

You need an expert who knows what’s important when you have a million dollars to invest

Imagine dealing with a financial advisor that has other financial professionals as clients.  A wealth management expert who has advised other financial advisors on the more intricate details of investing assets around the million dollar mark.  After all, a financial advisor that deals with these larger amounts of money knows only too well that your concerns are quite different.  He is also better prepared to help mitigate any surprises.

That’s why you need Signature Financial Security …

Signature Financial Security is a professional, independent retirement planning and wealth management firm in Calgary that focuses on clients with approximately one million dollars in assets.  Being independent, Signature Financial Security is not tied to any particular suite of financial products and provides unbiased comprehensive retirement planning and wealth management advice.

….and Michael K. Robinson

Mike Robinson, principal of Signature Financial Security, has years of experience focusing on the investment needs of affluent clients and also holds his Business degree in Investment Finance.  Having been an advisor to other financial advisors and having other financial experts as his clients, he is very adept at investing in the high-end market, particularly in the non-RRSP markets and can delve much more in depth than the typical advisor on minimizing taxes in non-RRSP investments. 

Mike looks at the whole picture when it comes to wealth management planning.  He gathers more data than most about your financial scenario, and uses leading edge technology to develop your unique financial program.  This program will allow you to run multiple scenarios and better prepare yourself for the future.  In addition to current assets Mike includes all factors such as other savings, pensions, government benefits, inflation, and changes in life such as downsizing your home or acquiring recreational property.  In other words Mike develops an ENTIRE Plan, not just one for investments.

What are you waiting for?

Don’t let one more day go by, bringing you closer to retirement with no sound financial plan.  Signature Financial Security knows that there needs to be a fit for you and your potential financial advisor.  There has to be a fit for Signature as well.  That is why Mike is committed to spending some time with you in person and in a casual way to let you get to know him, and vice versa. 

To see if Signature Financial Security might be a valuable financial asset for you, give Mike a call at 226-0321 or drop him an email at mike@signaturefs.ca today.  Mike and Signature Financial Security are located in Calgary, Alberta and he would be honored to hear from you.