A Fresh Pot and a Fresh Approach!
A cup of coffee, and a second opinion.
Thats the simple offer Sutherland Financial Services makes to individuals as a financial resource.
Book a meeting and bring any files you think may be relevant and discuss your situation. Once your ready, we'll take a look and offer our opinions on how you're doing, relative to your goals. The coffee's free and so is the insight!
That's how we conduct business with existing clients too! We welcome opportunities to review and recalibrate. If your goals, or your realties change - we are here to adjust your plans. Or, if you just need a little ear time and an unvarnished opinion, it's yours for the asking.
No matter what you decide, the coffee's on us!
Our website contains many helpful tools, like educational articles on tax planning, investing, cash and risk management, estates & trusts, retirement and more! Plus, you’ll find over 30 financial calculators, newsletters, e-seminars and video clips to keep you up-to-date on financial issues, strategies and trends.
We’d love to see you at our next free Seminar, or if you’d like to schedule a complimentary consultation, please contact us.
Sutherland Financial Services
Navigating your retirement together.