With combined financial services experience of more than 40 years, Roberta Fonger and Errol Fonger strive to create the most suitable financial security plan for their clients. It doesn’t matter if you’re just getting started, a young family, preparing for retirement or a business, we can help you achieve your goals.
The process we follow to create each financial security plan includes:
- Gaining a clear understanding of clients’ goals and dreams
- Analyzing their situation and identifying gaps
- Building a financial security plan to help them achieve their short- and long-term goals Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs