Rankin Financial Planning Ltd. Copyright 2010 - 2011
Balancing Today
and Tomorrow
How Planning Makes a Difference

Tangible Benefits of a Financial Plan

The benefits of a financial plan tailored to your needs can be more than monetary. They also include feeling more in control of your financial future and more comfortable with the idea of retiring. In fact, our recent research has shown that people who have a written financial plan — prioritizing their current needs, clarifying their goals, setting strategies for saving and investing — tend to be more financially successful. And those who work with a financial advisor have nearly twice as much in retirement savings as those who don't.

The Benefits of a Written Plan

Here are some encouraging facts about having a written financial plan:

Working with a Financial Planner

More and more people are taking advantage of the skill and experience of financial planners. Those who seek out advice tend to be those who are doing better financially.
  Professional Designations
Glen Rankin  
CIM Canadian Investment Manager
PFP Personal Financial Planner
CFP Certified Financial Planner
FMA Financial Management Advisor
FCSI Fellow of the Canadian Securities Institute
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