What We Do?
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. That’s where Noel-Schopen Financial Services can help. We are an independent financial and insurance services firm. Our advisors offer objective strategies that never involve the sale of proprietary products. By utilizing a strategies based financial advisory approach we walk clients through a step-by-step process that will help them feel confident in their current and long-term financial decisions, whether that be through retirement, estate, insurance, or small business benefit planning.
Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select only those that address your unique situation.
A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or ensuring a family is financially protected. Business owners might want to consider products and services that reward hard-working employees, no matter the company’s size and focus.