Build a financial plan that fits YOU.
Financial security planning is about more than saving money for retirement. It’s about helping protect what means the most to you and helping you achieve your short-term and long-term goals.
The first step to achieving your goals is creating a financial plan. Barry will help you build a financial plan that’s tailored to you…flexible enough to meet your changing needs and based on solid insurance and investment strategies and products.
“I was, fortunately, referred to Barry Soper of Soper Financial by my general insurance agent.
“Barry has arranged a single policy for me to replace a basket full of policies that I had before, many of which overlapped each other and some of which may, in hindsight, not have paid out. Instead of a tangled mess, I now know exactly where I stand regarding life assurance – with a single premium replacing five. He has also arranged mortgage protection insurance for my daughter and son-in-law at a lesser premium than they were previously paying.
“Barry has taken a personal interest in our assurance cover, giving us a good number of options to consider. He is also the only broker in my thirty years of life assurance cover to caution me to pay my premiums with after-tax funds so as not to incur a tax liability on a payout – thanks, Barry!”
Roz Richards, Port Coquitlam
How do we do it?
It’s not always easy to discuss finances or all the “what if’s” of life. For years we’ve helped people navigate through the process of enhancing financial security and increasing confidence about their financial future. We give clear advice and recommends sensible solutions that provide real value to you – advice you can trust from a respected professional.
This takes cooperation and commitment from you, too.
- Working together, we assess your needs for retirement, insurance, major purchases, and education.
- Then we look at product solutions that fit your specific needs. Now we’re on our way…
- But what do we need from you? Your commitment to take ACTION to implement the plan!
Our goal-based approach is designed to help you:
- Better understand what financial security means to YOU
- Identify any roadblocks to achieving your goals, and how to overcome them
- Build a plan that achieves both your short-term and long-term goals
- Be prepared for shifting life circumstances, with a financial plan that can shift along with you to meet your changing needs.
And what does it cost?
We saved the best for last. If you only require financial planning advice, an hourly rate will apply.
More often than not, your financial plan involves the acquisition of specific products to implement the recommended strategies. The carriers with whom we do business, and who we think have the appropriate product solution for you, remunerate Soper Financial through commissions paid by the life insurance providers via commissions and/or trailing fees paid by the life insurance companies.
In effect – you receive the benefit of financial planning advice for little or no money.
Very simply, we work with you to provide services that offer excellent value and make financial sense in your unique situation.
Contact Soper Financial today to find out how you can obtain a sound financial plan that moves you towards achieving your goals…now and in the future.
