Proactive planning for a solid future

At Raque Financial Group, we strive to provide the best advice that puts the interests of our clients first. It is our goal to build relationships centered on integrity and trust, and provide excellent service so you can meet your financial goals.

We are dedicated to providing investment management and strategic wealth planning to you, no matter where you are in your financial journey. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide objective opinions that are designed to pursue long term investment results.

We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.

Products and solutions

There are many financial products in the market, so choosing the ones that best meet an individual client’s needs can be complicated. That’s where a financial planner can help. Financial advice should help you choose only those products designed to help meet your current and future goals.

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.

Our Process

A strong planning process is the best way to create a strong, flexible financial plan.

A transparent, effective planning process is based on two key aspects of financial planning: protection and access to funds when needed. A plan must ensure liquidity, to allow its owner to access funds when needed. It must also take into account key stages of life. This can include preparing for events such as retirement, death, and in the event of disability and/or critical illness.

With these goals in mind, the first step in building a comprehensive plan is to assess total financial planning needs. This involves a consideration of important milestones such as retirement, insurance, major purchases and educational costs, as well as ongoing financial management strategies. Once these factors are identified, the client is prepared to choose the products and services that best address his or her needs.

This goal-based financial planning approach is designed to help:

• Define customized short- and long-term goals that ensure only the right financial products and services are chosen

• Identify roadblocks or gaps that might impact the financial planning strategy

• Continually monitor the plan to ensure it meets changing needs and circumstances

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you work toward your goals.

What is Financial Security Planning?

Financial planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in life.

A strong plan is developed in collaboration with a financial planner, and includes a balance of products that is flexible enough to meet changing needs across a client’s personal and professional life.

The first step to achieving a strong financial plan is creating an effective strategy that:

• Prepare for a secure, comfortable retirement

• Minimize current taxes

• Pro-actively manage and control debt

• Help prepare for a child’s college education

• Provide loved ones or heirs in the event of death, disability or critical illness

• Protect businesses and their employees