Contact Us!
Our clients share the following 4 characteristics:
They are responsible
They are open to new ideas
They can make decisions.
They sincerely wish to create a meaningful and financially rewarding life…
If this sounds like you – we may be a fit!
Listen to our Welcome Audio…
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Hello and Welcome!
It’s a pleasure to have you here and reading this.
To get started, I would like to spend a few moments and speak to you from the heart.
You may be new to the process and keenly interested in seeking out the talents of a skilled and competent financial planning professional or you may be looking to begin a relationship with a new advisor.
In either event, I want to put in plain English what it is that I do, how I create value for you and how we forge a partnership that will make a meaningful and positive influence in your life. Ultimately, we will be joining forces to create greater wealth for you and a richer life for you and your family.
This then, is my “Open Letter on Financial Planning”
Financial planning is not about the process. It is all about creating peace of mind!
Financial planning is not about products. It is having a program that takes you from where you are to where you want to be!
Financial planning is about discovering needs and pointing to the opportunities.
It’s a perennial complaint: we’re so busy with getting things done that there’s little time left for what brings us true joy in life. The fact is, we’ve always had 24 hours in a day, and that’s never going to change—yet every year there are more and more things that compete for our time.
There’s certainly no shortage of information in our society, yet information alone does not equal wisdom. Many of today’s investors feel inundated and confused by the barrage of information that hits them daily. Working on creating more time in my client’s lives and being their primary source of financial wisdom is something that I continually strive for.
Few things are more personal than an individual’s money, and finding someone trustworthy to be a good steward is difficult. Trust will never go out of style. It’s a fundamental component of building a close, long-term personal relationship.
My clients must always feel that that the products and strategies recommended are always in their best interest. Remember, these are just the “vehicles” that will get you from where you are now to where you want to be in the future.
Constant communications with clients achieve “top of mind” status so that I am the first professional they think of when it comes to making financial choices. I am interested in my client’s lives; I appreciate their friendship and business, and am always be upfront with them. This is what gives me clients for life!
I want you to think of me as saving you precious time. I want you to feel that the time we spend planning together will make your lives easier and less stressful – so you don’t have to spend hours worrying about it.
Also, I work to not only save you time in planning and meeting your financial goals, but also enable you to have the cash on hand to do the things you want to do in that extra time.
As your financial advisor, I strive not just to add value for you, but to create sustainable value – value that’s going to last and hold strong over the long haul.
I deliver to you the three things what will always be in short supply: time, wisdom, and trust!
I have made innovative cash flow and creative mortgage reduction strategies core disciplines of my practice and the core wealth creation process for my clients.
I have authored various ebooks, audios and videos detailing this process…
How it works…
To begin with, you may just want an assessment of how you are currently dealing with your mortgage, a “2nd opinion” on your current portfolio – Or an analysis of your current investment asset allocation – Or a review of your insurance products portfolio – Or other “modular” reviews…
We can and do this for you!
However, where we really shine is putting all the pieces of the puzzle together for you in an understandable and meaningful manner…
However: First – you must “help us – help you”!
To begin, “Right Click Here” and “save as” to your computer.
This is for you to complete and email back to us.
“MyStarterKit” is not designed to be overkill – however, it is fairly comprehensive.
Then, when we meet for a our “coffee appointment” I will give you my findings and recommendations.
The “value added” with this type of investment of time on your part (and mine) is that you will see the recommendations all based on your actual numbers and situation…
Once completed, email the file back to us…we will immediately email confirmation that it arrived safely!
“Its Your Life! Plan For It! Then Live Like You Mean It!”
Feel free to contact us here…
Or here…
Call us at:
604-207-9970
Click us here:
mhuber(AT)HowToBeSetForLife.com
Mark Huber, CFP
SetForLife Financial Services
8380 Ash Street
Richmond, B.C. V6Y 2S3
Office Tel: 604-207-9970
Office Fax: 604-207-9971
Email: mhuber(AT)HowToBeSetForLife.com
Suite 2050-1050 West Pender Street
Vancouver, B.C. V6E 3S7
Office Hours are Monday-Friday
9:30am to 4:30pm PST.
And “by appointment”
