Are you truly confident you are on track to achieve your financial goals and live the life you want? Have you thought of everything and created a plan to get from where you are to where you want to be?

Good news! We want to help you make that happen! To do this, we are sharing our seven steps to financial independence and security that we use with our clients. Our wealth management system and process can help you live the life you want.

MRG Wealth’s founder, Ryan Gubic is a Personal CFO and financial advisor in Calgary, Alberta with over 20 years of education focused on improving personal finances. Ryan is not only a Certified Financial Planner, he’s also a Discretionary Portfolio Manager, Chartered Investment Manager, Licensed Insurance Advisor, Chartered Professional Accountant and holds a Masters in Business Administration.

And now, he’s put together this guide to do the same for you!

Below is just one step (step 6) as part of our seven week financial health series. You can download the complete document with all 7 steps on our planning page here

Research, Select and Implement Solutions 

You are as succesful as the plans you have made.

Great! You’ve mapped out your road map of action items and developed your repeatable processes and wealth system. Now it’s time to research the solutions or products you need as part of your plan and then select and implement the best solutions for your needs and goals. 

As part of these solutions, you may want to seek help from a professional like a Personal CFO or a team of multiple professionals (CPAs, financial planners, portfolio managers, insurance advisors, etc.). These professionals are as much a part of your solution as your chosen investments or insurance products. 

When selecting your solutions, consider factors like:

• Consistent returns 
• Diversified asset types 
• Reduced correlation to stock markets 
• Tax efficient distributions 
• Liquidity 
• Risks 

Building a team of professionals (like Financial Planners, Portfolio Managers, Insurance Advisors and Wealth Tax Advisors) will significantly increase your chances of success in this step. 

Or you can work with a Personal CFO who has the experience and training of multiple professionals and more. 

Sometimes the only way to access certain wealth strategies and opportunities is through a qualified advisor. We know that many Canadians don’t have access to certain types of investments or insurance solutions, so we developed a way to provide access for our clients. For help with this section, book a consultation at www.mrgwealth.com.

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