Andrew Agencies Financial Planning
Speak with an accredited Financial Planner at Andrew Agencies.
Financial Planning Areas:
What is Financial Planning?
Financial Planning is a systematic process of evaluating financial goals and appropriate strategies to obtain those goals with an accredited Financial Planner.
What makes a Financial Planner accredited?
Holding a valid Financial Planning designation, which means meeting appropriate standards of knowledge, years of experience and ethical conduct.
Why work with a Financial Planning professional here vs a bank or credit union?
Financial institutions are very focused on selling their products creating a conflict between making money and the client’s best interest. We aim to offer unbiased advice and if applicable, products from a wide range of different institutions.
Do I need a minimum investment value to work with a Financial Planner?
No, your other financial or insurance products may cover the cost of our advice. Another option is to discuss the fee only structure with us.