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Financial Services Edmonton - Mcguire Financial

This presentation starts with introduction to Professional Financial Services offered in Edmonton AB.

Glenzacher
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Financial Services Edmonton - Mcguire Financial

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  1. Professional Financial Services Mcguire Financial group

  2. About McGuire Financial • McGuire Financial is a financial planning company based out of Edmonton, Alberta, with over 18 years of experience in the financial planning industry. • It offers you to take out one loan to pay off your all other debts. According to McGuire Financial groups, debt consolidation is the best way to manage your various loans. With help of debt consolidation, you will be able to secure a lower interest rate or fixed interest rate. McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  3. Overview Process – McGuire Financial Group • At McGuire Financial groups, our clients experience begins with a values based conversation. More importantly, you will discover amazing strategies for making a meaningful transformation in your core values, Experience and financial assets. • We Listen to our clients, & we mean “truly Listen”… • The Initial Meeting • The Values based Financial Plan Meeting • Your vision… Next steps meeting • Wealthy Meeting • Review & Implementation Meeting • Strategic Implementation Launch Meeting • Personal Ongoing Review McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  4. Our Financial Philosophy • McGuire Financial Group is a holistic Financial, Investment, Insurance, Debt Management & Mortgage firm that optimizes a process for our clients. We take our clients through a Values Based Planning process to help us understand what our clients really need and want. • We expand on the scope of your needs and engage to include all of your assets for your entire family. McGuire Financial distinguishes itself from other financial advisory firms that typically take a very limited approach and deliver limited results. • At McGuire Financial our Trusted Advisors and our Values based philosophy allows us to consider the entire family and sometimes extended family needs must also be considered in creating the best possible solution. McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  5. Our Financial Services McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  6. Investments • McGuire Financial provides Exempt Market Investments through our dealer, Rain tree Financial Solutions, to clients who are looking for an alternative to Mutual Funds! • We provide the services to create investment portfolios that reflect the individual investor’s unique goals, needs and circumstances. • Our primary focus is on serving clients throughout Edmonton and Alberta. McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  7. Investment Procedure McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  8. Insurance • Our unique network of employees, personal financial strategists, agents, and distribution partners offer our clients protection and wealth management products and services. • These products include individual life insurance, health insurance, long term care services, group life, annuities and banking products. We provide asset management services to individual clients and businesses. • McGuire Financial takes an innovative approach in helping Canadians face every day challenges.  McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  9. Insurance Types McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  10. Mortgages • A mortgage is a way to use one's real property, like land, a house, or a building, as a guarantee for a loan to get money. It involves the transfer of an interest in land as security for a loan or other obligation. • With some simple changes you can at last own your home mortgage free. • If you are: • Looking for a new mortgage? • Considering refinancing? • Need a line of credit? McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  11. Mortgages Market Canada • Mortgage Market Solutions by Banks… McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  12. Financial Planning • Financial Planning is the process of meeting your life goals through the proper management of your finances. • It the process of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve financial targets. • Our professional Financial Planners have been helping Alberta residents for many years. We have a wide range of secure financial products available. Let one of our professional financial planners show you how.  McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  13. Customized Financial Planning McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  14. Credit Counselling • Helping Individuals and Families Set and Achieve Financial Goals. Are you being denied the financing you need because of poor credit rating? We can show you how to repair your credit rating and get back the financial freedom you deserve. • If you would like to: • Improve your credit score • Repair or obtain your credit report • Need counselling on credit related issues McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  15. Credit Counselling Solutions McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  16. Debt Consolidation • Debt Consolidation means taking out one new loan to pay off all your other loans. It is a form of debt relief in which an individual takes out one loan to pay off his/her multiple pre-existing loans. • It’s a stressful reality that many of us have come to accept as a part of life. There is help available in the form of Debt Consolidation. • How it Works • Debt Advice • Alberta Debt Consolidation • Bad Credit & Debt Consolidation Loans McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  17. Debt Consolidation Services McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  18. Infinite Banking • At McGuire Financial we specialize in structuring policies that maximize the living benefits (Safety, Liquidity, Rate of Return, and Tax Benefits) that can only be found within a Participating Whole Life Insurance Policy. •  The Infinite Banking Concept® enables you to: • Grow cash every year on a foundation of Guarantees • Shield your savings from the volatility of the Stock Market • Have complete control over the use & liquidity of your own Money • Create a personal banking and financing system • Develop a tax advantaged and tax deferred retirement program McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  19. Infinite Banking Concept McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  20. Alternative Investments to mutual funds • Alternative investments are favored mainly because their returns have a low correlation with those of standard asset classes. • Because of this, many large institutional funds such as pensions and private endowments have begun to allocate a small portion (typically less than 10%) of their portfolios to alternative investments such as hedge funds. • McGuire Financial provides Exempt Market Solutions to clients who are looking for an alternative to Mutual Funds! McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  21. Why mutual funds ? McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  22. Talk to the Financial Experts • McGuire Financial Group • www.mcguirefinancial.ca • 6005 Gateway Blvd. • Edmonton, Alberta • T6H 2H3 • PH: (780) 462-1289Toll Free: 1-877-364-8204 McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

  23. Thanks and Regards: • Glen Zacher • Founder and CEO • (McGuire Financial Groups) Glen Zacher Founder and CEO Hello, and thank you for visiting. I look forward to speaking with you over the phone and meeting with you face to face. Feel free to call me direct at: (780) 462-1289. McGuire Financial Group © 2011 | 6005 Gateway Blvd. Edmonton, Alberta T6H 2H3

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