Advisors with Purpose
WE WOULD LIKE TO SHARE SOME EXCITING NEWS.
Heritage College & Seminary has recently partnered with Advisors with Purpose. They are part of the family of ministries of Financial Discipleship Canada, and they offer planned giving specialists who can help you think through your decisions regarding your estate and ensure that your estate plan and will reflects your life, faith, and values.
What Can Advisors with Purpose Do for You?
A staggering 60 percent of all Canadians lack a current, up-to-date will or do not have one at all. If our will is the last statement we will make, it is important that it be a meaningful one. We also know that many people, when passing on their stuff through their wills, are not aware of the benefits, personal choices, and potential tax implications of certain decisions.
Advisors with Purpose can help you create a complete personalized plan for your Will that ensures you are well prepared. Because of your partnership with us, there will be no cost or obligation to you for this service, no one will try to sell you anything and none of your personal financial information will be shared with us. Advisors with Purpose will help you design or modify your plans to provide for your family and meet your desired goals.
Connect Today with Advisors with Purpose
Whether you feel your estate is large or small, we are confident that you can benefit from these estate and will planning services. If you would like to take advantage of this free service, simply contact Advisors with Purpose at firstname.lastname@example.org to schedule an appointment.
STEP 1 – Connect with Advisors with Purpose directly by email at email@example.com or phone 1-866-580-9319.
STEP 2 – You set up a meeting with an Estate Advisor who will meet with you by phone to discuss your situation, ask key questions and help you consider some options
STEP 3 – The Advisor creates a personal plan for you and sends it to you for review. No two are the same and they are based on the information you provide during the meeting.
STEP 4 – Once you have reviewed the plan on your own, you set up another meeting with the advisor to go over the plan, ask questions, discuss options, and make decisions
STEP 5 – You would then meet with your own lawyer and/or financial professional to create the Will or implement the decisions.