When it comes to finances and retirement planning, ask yourself...
Where do I Stand?
Bruce Hagan CFP, can help you answer those questions, using the most up-to-date and powerful financial tools available. With decades of experience,and a quality of service only a local firm can provide, we offer securities and investment advisory services through NBCS and custody accounts through RBC Correspondent Services, a wholly owned subsidiary of Royal Bank of Canada, one of the world's largest and most trusted financial organizations.
Features of "Where do I Stand?"
A low cost, consultative service of Bruce Hagan CFP
Comprehensive review of your current retirement strategy.
Provides a clear, objective evaluation of where you are and if you are taking the right steps to reach your financial goals.
Retirement Income Gap Analysis
Determines current or future essential retirement income needs not met by guaranteed income streams.
Personal Workshop on Covered Call writing
Everything you wanted to know about this method of investing...but didn't know what to ask. A highly disciplined investment approach that most people aren't familiar with.
Retirement Funding Sensitivity Program
Spreadsheet program developed by RBC, based on your pertinent personal data and the seven variables which determine whether your assets will last a lifetime. Provides a roadmap for retirement success
Introduction to Core/Satellite Portfolio Strategy
An alternative method popular with institutional investors which utilizes the concept of Liability Driven Investing. The core portfolio utilizes a passive strategy to match income to known liabilities. The Satellite portfolio utilizes a tactical strategy to outpace inflation and provide growth.
$250. This is a flat fee service without a product sales pitch, no product recommendations and no future obligations of any kind.