SCHEDULE A 15-MINUTE COMPLIMENTARY CALL

Worried That Your Financial
Strategy Is Missing Something?

We’re here to help you feel confident in your financial future.
Schedule A Meeting

Your Dreams Matter

At S. Squire Financial Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.
Learn More

THE S. SQUIRE FINANCIAL SOLUTIONS PROCESS

D

DISCOVER

We want to discuss your specific hopes, dreams and concerns because we understand that everyone’s retirement is unique. What does your current strategy look like, and does it align with your risk tolerance? The more we know the better we can co-DESIGN your ideal retirement.

E

ENVISION

How would you like to spend your time in retirement? Are you prepared for potential obstacles that may occur? Does your current financial situation allow you to have peace of mind?

S

STRATEGIZE

Together, we create a customized strategy that addresses your specific goals and concerns so you can enjoy your retirement to the fullest.

I

IMPLEMENT

Upon reviewing your customized strategy, you decide with confidence that your strategy meets your expectations and then move forward with implementation.

G

GUIDE

Your financial goals have been discussed and your tailor-made strategy has been implemented. Now it’s time to provide simple, ongoing guidance as you passionately pursue the dreams you long have envisioned.

N

NURTURE

Our relationship with you is based on trust and authenticity. When you become a client, you become family. We review your accounts on a regular basis and are here for you when needed. We provide access to upcoming client events and encourage you to attend. The best relationships are invaluable.
At S. Squire Financial Solutions, we are proven retirement planning experts who can help you DESIGN your ideal future and take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family or preserve your assets, our personalized services focus on your needs, wants and long-term goals.

WE OFFER SERVICES IN THESE THREE AREAS:

GROW

Prepare for retirement by putting your hard-earned assets to work.

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.

GIVE

Provide for the people and causes you care about the most.
Learn More

We can also refer you to professionals who provide the following services:

Trusts
•
Probate
•
Charitable Giving
•
Estate Planning
•
Tax Planning