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Soterra Financial Group Ltd
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48 followers
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Our website & blog is back online!

In our newest blog post we shared a slideshow about how we determine your risk tolerance when investing.
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We have a new name!  Going forward we will be known as Soterra Financial Group Ltd.
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We are proud to be associated with a company with such longevity and commitment to it’s clients!  #Freedom55  
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Is it still possible to save something for retirement even if you are 40 to 50 years old?
#retirement   #retirementplanning   #financialplanning   #financialfreedom   #saskatoonfinancialplanner   #yxe   #trustedsaskatoon  
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Many clients have told us that it was difficult for them to make that initial first appointment. Naturally, we think we are easy to get along with, so we wanted to know the reasons that made them hesitate.
 
When we listened, we found that there are basically four main reasons: FEAR of the unknown, Afraid to be "SOLD" to, Feel like you should be able to do it YOURSELF, and EMBARRASSED about your current financial situation.
 

#financialplanning   #trustedsaskatoon   #yxe   #firststep   #goals   #plans   #solutions  
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Do you have a will? When was the last time you updated it? Did you review it with a financial planner or go straight to the lawyer? Here's our opinion on why you should come see us first.

  #FinancialPlan #TrustedSaskatoon #YXE #Goals   #Plans   #Solutions  
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With everyone heading back to school, right now is a great time to review your RESP.  Is it time to start saving for your children’s education? Or they’re heading off to university and you need to make a withdrawal?  Give Alisha a call at (306) 934-7060 ext 272 to book a review.
#RESP #FinancialPlan #BackToSchool #AnnualReview #SaskatoonFinancialPlanners #TrustedSaskatoon
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