Brent Richardson, CFP - Advice Only Financial Planning
For Canadians seeking to optimize and navigate their financial picture with confidence, I invite you to connect with me at Altrua Wealth.
You don’t need to stress about your financial future and goals.
Let's uncover opportunities and work together to achieve an easy to understand, growth oriented plan.
Personal Financial Planning
I aim to go the extra mile and review all major investment category options and legal income tax reduction strategies to help you reach your goals.
Because I am an independent advice only financial planner, I am not limited to traditional, higher expense investment strategies. Based on your unique situation, risk tolerance and goals, I seek to deliver as much financial value as possible for your time and money.
Conflict of Interest?
I am 100% advice focused. I do NOT earn income from investment management fees or life insurance sales. I could care less about who manages your money other than asking the fundamental question: Is it in your best interest?
This advice-focused partnership greatly reduces conflicts of interest.
Planning stages
Visit www.altruawealth.ca.
Start your financial plan today for free
If youd like professional planning service, Ill review your plan in depth and provide you with initial feedback and questions.
We’ll book a financial planning consult that typically lasts 1 - 2 hours and collabourate on your plan.
We’ll stay in touch to help implement your plan.
I remain avaialbe for unlimited emails and calls to ensure your plan is on track.
Fees
Creating a financial plan at altruawealth.ca is free. If youd like advice only professional assistance in developing and implementing your plan, the fee is $1,000.
Follow-up meetings are reccomended every 1-2 years and are $500.
Visit altruawealth.ca to begin for free today!
Satisfaction Guarantee
I aim to provide a minimum 10x return on your financial planning investment.
This means, that if you pay $1,000 for a financial plan, I should be able to show you, realistically, strategies and concepts to gain at least $10,000.
Start planning today!