The team at Fincor Financial is pleased to announce that we are upgrading our wealth platform! We are partnering with Optimize Wealth Management, an industry-leading and fast-growing portfolio management firm.
We will make the switch on February 6, 2023!
What does that mean for you?
This transition to Optimize Wealth Management will bring significant value to your investment portfolios and financial well-being. You’ll still receive the same service and financial guidance from our team, in addition to these benefits:
Improved Investment Performance
Optimize portfolios offer superior performance and alternative investment opportunities that are not available to the typical retail investor. We are excited to increase performance and wealth for our clients!
Additional Planning Resources
Partnering with Optimize allows us to offer additional services and resources from in-house legal and tax specialists. That means we can prepare things like wills and tax returns at no extra cost. These services add value to your retirement savings, tax, and estate planning.
Improved Support
Optimize Wealth Management offers better processing and administrative support than our prior partner. Improved support assists our Fincor Financial team, and we pass those benefits to you.
Next Steps
If you’re already a Fincor Financial client, we have sent you information via email regarding consent forms and other information. If we haven’t already, we’ll book an onboarding meeting to make the transition and answer any questions you might have.
If you have questions or need assistance, please get in touch with us. You can also read these FAQS.
If you’re interested in becoming a client, we’d love to hear from you. We’d love to meet you and learn about your financial goals. Contact us!