Services

“The best way to measure your investing success is not by whether you’re beating the market
but by whether you’ve put in place a financial plan and a behavioural discipline
that are likely to get you where you want to go.”

-Benjamin Graham

Consulting

Whether you need one time advice, comprehensive planning, or just a second opinion, here are some of the ways we can help:

Creation of a written financial plan
Goal setting for retirement, college funding and major purchases
Review of existing financial accounts, insurance policies and wills
Cash flow analysis and budgeting review
Lifestyle versus life values discussion
Evaluation of current investments and strategies
Stock option advice
Divorce planning
Legacy planning
Estate settlement assistance

Wealth Management

Clients that choose to use Whole Family Financial Services, Inc. to manage their investments can expect a disciplined process that is consistent with their goals and tolerance for risk.

A choice of fee structures
A fiduciary standard to always act in your best interest
Tax efficient strategies
Third party, independent custodian of assets
Third party, independent research
Advanced technology
At least annual reviews

Investments

We offer many investment options to best suit your specific needs.

Types of accounts: Brokerage, Individual Retirement Accounts (IRAs) – Traditional and Roth, SIMPLE IRAs, Simplified Employee Pension Plan (SEP), and 529 Plans
Traditional investments: stocks, bonds, preferred stocks, and mutual funds
Alternative investments: Exchange traded funds (ETFs), Socially Responsible Investments, and REITS

“It takes as much energy to wish as it does to plan.”

― Eleanor Roosevelt

Fees

We can decide together which fee structure makes sense for our relationship.

Hourly Fee

Financial Planning Services -$250/hour

Assets Under Management

Clients receive ongoing financial planning services and investment management for a tiered fee ranging from 1.25% – 0.75% of assets under management.
Our custodial partner is TD Ameritrade.