YOUR FINANCIAL PUZZLE PROS

 

Narrator: We all need a solid financial plan.

Description: Two hands holding a map move into frame.

Narrator: And the earlier you start, the better off you’ll be later in life.

Description: The hands slide the map into a satchel bag.

Narrator: Canadians who work with an advisor for at least 15 years build up almost four times more wealth.

Description: Cut to a young woman holding satchel. Text “4 times more money*” appears above her. Reference appears below: “Advice Creates Strong Value for Canadians, Advisor Insights, May 2017.”

Narrator: That can help them better prepare for life’s unexpected bumps.

Description: The ground starts to shake. She keeps her balance.

Narrator: Backed by a team of experts…

Description: Camera pans up, four hands come together.

Narrator: our advisors will help you see the big picture, through four key building blocks:

Description: Each hand opens to place a block in the middle of the frame.

Narrator: cash flow, income protection, retirement and estate planning.

Description: Each block is labelled counter-clockwise: “Cash flow,” “Income protection,” “Retirement” and “Estate planning.”

Narrator: They’ll take the time to understand your unique needs

Description: A circle is drawn around the four blocks to create a compass.

Narrator: both now and for the future.

Description: The compass lands in the bottom corner of the map. One pin appears. A wavy path is drawn to a second pin.

Narrator: They’ll let you know what to bring to the first meeting.

Description: A tax return, pay stub and questionnaire appear, with checkmarks above.

Narrator: And you’ll get a better sense if the relationship will work.

Description: A coffee slides in to meet another.

Narrator: By sharing details about your short- and long-term financial goals,

Description: Camera pans back up to map. More pins are added along the path, between the start and end pins.

Narrator: an advisor will work with your budget to form a plan.

Description: The woman’s hand moves into frame, distributing money to each pin on the map.

Narrator: From early in your career when you may need money on hand,

Description: An advisor’s hand moves into frame and suggests moving more money to the beginning of the path.

Narrator: to when you’re ready to retire and secure your legacy.

Description: The advisor also gestures towards the end of the path. The woman moves more money there.

Narrator: Our advisors build long-term relationships with clients,

Description: The budget is confirmed. Both hands give each other a thumbs-up.

Narrator: they’ll check in with you regularly and track your progress,

Description: Return to map. Advisor adjusts one of the pins.

Narrator: And help you adjust for life’s surprises.

Description: Financial life events appear for each pin: a new car, loan, celebration, mortgage, travel, illness.

Narrator: Regardless of where you are in life,

Description: The map folds itself and slides into a Freedom 55 Financial folder, held by the advisor.

Narrator: having a sound financial plan now,

Description: The advisor passes the folder to the woman. She places it in her satchel.

Narrator: will help you feel confident as you prepare for tomorrow.

Description: She smiles at the camera and gives a thumbs up.

Narrator: Let’s get you started today.

Description: Text “Let’s get you started today.” appears with Freedom 55 Financial logo and legal lines.