With our dedicated team actively managing your money, YOU CAN FEEL THIS FREE.
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Monday - Friday: 8:30 AM to 5:00 PM
We will be OPEN from 8:30 AM to 12:00 PM on December 24th and 31st.
We will be CLOSED on December 27th and 28th, and again on January 3rd in lieu of New Year's Day.
Due to the new omicron COVID-19 variant, we are primarily doing phone and virtual appointments at this time, however we can accommodate in-office appointments where necessary.
If you need to visit the office, you are required to wear a mask over your mouth and nose at all times, use the hand sanitizer provided and follow the physical distancing rules. We will also be following health and safety protocols per the CDC guidelines.
Do you know about our Client Portal?
It is a convenient online tool where you can do things like check your portfolio balance, upload and e-sign documents, and change personal information such as your postal and e-mail addresses.
For instructions on how to register for portal access, please contact us.
Call 519-396-PLAN (7526) or e-mail email@example.com.
Last updated 9:50 AM on December 22nd, 2021