Are you looking for the Best Financial Planning Consultants in Calgary in 2019? Look and see, there are more and more Financial Planning Consultants starting their businesses in the area. They all have their own unique quality and expertise, and offer a plethora of investment products. For this reason, we have set out to help you choose the best one to meet your needs. How are they structured to help meet the investment needs of their clients? What experience do they have? How flexible are they and much more? After careful consideration, here is our choice.
SmartGuy® 2019 Best Financial Planning Consultants in Calgary AB Canada is:
World Financial Group (WFG)
300 3115 12th St NE
Calgary AB Canada, T2e7j2
Trevor Baker is a business owner and an independent Financial Planning Consultant working with World Financial Group. Trained by WFG, Trevor offers his clients multiple ways to secure their family’s financial future. He provides top financial services and insurance products and works with his clients to bring them the best product and service that meets their needs.
Making the Right Choice
When choosing the Best Financial Planning Consultant, look for an individual who is backed by a larger and established company. Their product provider should represent and work with the industry’s top financial services and insurance companies.
Their products should be realistic and financially flexible. Insurance protection, long-term care, business solutions and legacy building are major areas of focus for middle and upper-income families. Many financial planning institutions lack the products to serve middle-income families. If you fit into this group, this should be the number one area of concern. In addition to life insurance, they should have additional products that you are interested in purchasing.
Their services should also include a strategy for retirement. Looking to see how you and your family can enjoy your life during your retirement years? You will want a financial planning consultant to help you find the best retirement financial strategy which includes long-term care and legacy strategies designed to help your family handle the disposition of your estate.
More about Trevor Baker
As an independent Financial Planning Consultant affiliated with World Financial Group, Trevor brings all of the above to the table and more. He is part of the Calgary community. He is familiar with the needs of the families who live, work and grow their business in the community and surrounding areas. He has been given the tools to work with you to build a solid insurance and investment portfolio and provide for the future of you and your family.