J & S Jones Sample
Interested Parties:
As we reflect upon what has transpired in your lives for the last number of months, we can only begin to imagine what some of you are going through…some will fare better than others; however every one of you, will want to revisit your retirement and other family goals.
This is where we can help…we have:
- 25 years of combined experience in financial services
- industry tested financial designations; CLU, ChFC, CFP
- a keen understanding of the money issues that you face today and into the future
- a clear and easy way to follow our personalized financial planning reporting system that everyone will receive
- a written agreement that outlines what we have promised to do
- a team that can prepare reporting in a timely basis
- over the years have developed professional relationships with Real Estate agents, Lawyers, Accountants and Tax Professionals & Mortgage Specialists to assist our clients with major financial decisions.
Sometimes it would be nice to “do a little and get a lot”, but then reality sets in. Our financial planning practice is designed to gather thorough data/goals before we try and diagnose and make recommendations. As Advisors, this is not a, ‘do a little get a lot’ situation, so we thought long and hard before deciding if we should open up our services in Nackawic.
Our financial planning service takes time…but by taking this time we can virtually guarantee you will maximize your financial opportunities and choices. If you are looking for a quick fix and quick decisions we probably are not the team to work with. If, however, you want to understand your short and long term options, we should meet and introduce ourselves.
Bottom line…we make many promises to the families that we work with and we support these promises with a “written agreement” that provides comfort to you and us.
As Advisors we know it is better to spend the time in the beginning to answer your questions and concerns, because in the long run it takes less time and may save you money and provide needed flexibility.
When we meet we will show you our “Promise Agreement”, as well as an example case.
We all realize that there are consequences of making poor decisions as well as benefits of choosing the right decision. Our mission is “helping families make wise financial choices”. Words are cheap…performance is bedrock!
We would welcome an opportunity to meet with you and listen to your concerns and goals.
If you have any questions whatsoever about your financial plans please call me at
457-2749 in Fredericton.
Sincerely,
| M.T. (Mike) Washburn, CLU,ChFC
Chartered Financial Consultant |
Jones ELCP
Retirement in 2011
Retirement in 2014
