When it comes to financial planning and creating an estate plan, you don’t know what you don’t know, so let HSI Financial do the searching for you!
At HSI Financial, the team takes a deep dive into their clients’ portfolios to create a perfect plan for them in accordance with their needs.
In this episode, the firm’s president and senior financial strategist, Wes Forster, outlines the process each client goes through when working with HSI Financial to create their financial plan. He explores how the team finds the needle in the haystack for each individual client, along with ways they cater to each of their specific needs.
Wes discusses:
- HSI Financial’s approach to first-hand client treatment
- How to make your asset allocation easy for your loved ones after you pass
- The importance of having a financial plan
- The company’s commitment to regularly keeping in touch with clients
- And more!
Resources:
Connect with Wesley Forster:
- (403) 269-4640
- Toll-Free: 1.888.816.7020
- Wes@hsifinancial.com
- clientcare@hsifinancial.com
- LinkedIn: Wes Forster
- HSI Financial Group
- Facebook: HSI Financial Group
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