Halliday Financial offers complimentary financial planning meetings for all Local 804 members and their families. Whether it is by phone, video conference, or a face-to-face meeting at our office, your kitchen table, or a local diner, the first meeting promises to be informational and conversational.
Your family’s financial plan is likely to contain a lot of moving parts, and it’s our job to make sure that you understand your available options and have your questions answered. For true financial security you should have a quality plan in place to guide your investments, rather than having your investments guiding your plan.
During your initial appointment we will assess your goals and find out what is most important to you. Once we know that we can provide a review of your current and future assets, liabilities, income, expenses, insurance policies, taxes, and legal documents. By taking all of this information together we can help you to identify the strengths and weaknesses of your plan and make appropriate recommendations for improvement.
Life isn’t static. Situations and plans can change, and your financial plan should change with them. To ensure that your plan remains useful for your goals, we provide follow-up review meetings. During these meetings, we will discuss any major changes in your situation and decide if changes to your financial plan are warranted. This way we can make sure that your investment strategies remain consistent with your goals. Review meetings are one of the most important aspects of our service commitment to the Local 804 membership.