Potvin Financial Services

Description

Plan.
Everybody’s situation is unique and there are no such things as stupid questions. After careful review of your situation we will offer you ideas and strategies to help you with your financial goals. Our clients are often surprised at the various services and benefits we provide. Your finances are very important and our goal is to simplify the planning process for you. We help clients who are just getting started in life and looking to buy their first home, those in the middle of their careers and saving for retirement as well as those enjoying their golden years. We would encourage you to contact our office and invest 1 hour of your time to meet with us and see how you can benefit from our services. Protect. By reviewing your family’s health & dental benefits and various insurance plans, we will make sure there are no gaps in your protection and that you understand your plan details. We will also work with you to look for ways to save you money and/or improve your coverages. Protecting your investments is also an important factor to consider when designing your investment portfolio. Prosper. We want our clients to do well for themselves and prosper. We will do everything we can and offer only the best solutions and opportunities to our clients to help them prosper over time. We meet regularly through the year with our clients to review their investments plans and make adjustments where needed. Life changes our needs and priorities over time and regular maintenance is the key to our long term customer satisfaction.