Newroads Financial Group has developed a strategy to work with our clients and their families across multiple generations via a comprehensive Foundational Financial Plan. We offer Foundational Financial Plans to the children, nephews, nieces, grandchildren, and friends of our clients, with the hope of securing the financial futures of our clients’ loved ones, colleagues and friends at an earlier stage of life.
While our Foundational Plans may not involve the same situations as the Financial Plans of our established, more experienced clients, they certainly do not lack the detail and level of expertise our clients are accustomed to and appreciate.
When you consider the effect of experiencing the Newroads’ financial planning process at an earlier stage in your life and the benefit of beginning this process as early as possible, it would excel the opportunity to identify and control critical financial planning elements. We hope you agree in our belief that a comprehensive Foundational Financial Plan could have a significant, long term impact on their financial future.
We would welcome the opportunity to discuss this topic with you further.
Separate from the financial plan and our role as the financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
