Glenn Scissons | Assante Advisor Profile

Published profile overview

Phase 1 Key Start Session First, we get to know you, your financial situation and your needs, By understanding your personal situation. This is called The Discovery Process. From there we Establish Your Milestones and take a Finacial Snapshot of where you are at today to help us develop a Financial Independace Roadmap to help you reach your financial goals. Phase 2 Look Under the Hood We will conduct a Comprehensive Assessment of your current financial situation, drawing on the expertise of Assante's many resources (both internally and affiliated when applicable). We understand that each person and each business is unique. Your Personalized Master Plan will identify and offer strategies to address the challenges by looking at Tax Minimizing Strategies, determining the correct Investment Policy, as well as Legacy and Insurance needs. Phase 3 Implementation After analyzing your situation and presenting various strategies we will implement the best solution to reach your financial goals. Phase 4 Review & Continued Education We will then meet on a regular basis to monitor your evolving needs and goals in light of changes in your lifes as well as in the investment markets, tax law and econmonic realities.

Published content areas

These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.

Our StepsArchivesBecoming a clientPhase 2: Look under the hoodTravel, Health and Dental, and Critical Illness Insurance

Evidence-backed planning topics

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Cash flow and debt management Charitable giving and philanthropy Comprehensive financial planning Education planning Estate and legacy planning Family wealth and intergenerational planning High-net-worth families Insurance and risk planning Investment planning Retirement planning

Published profile evidence

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Our Steps

Phase 1 Key Start Session First, we get to know you, your financial situation and your needs, By understanding your personal situation. This is called The Discovery Process. From there we Establish Your Milestones and take a Finacial Snapshot of where you are at today to help us develop a Financial Independace Roadmap to help you reach your financial goals. Phase 2 Look Under the Hood We will conduct a Comprehensive Assessment of your current financial situation, drawing on the expertise of Assante's many resources (both internally and affiliated when applicable). We understand that each person and each business is unique. Your Personalized Master Plan will identify and offer strategies to address the challenges by looking at Tax Minimizing Strategies, determining the correct Investment Policy, as well as Legacy and Insurance needs. Phase 3 Implementation After analyzing your situation and presenting various strategies we will implement the best solution to reach your financial goals. Phase 4 Review & Continued Education We will then meet on a regular basis to monitor your evolving needs and goals in light of changes in your lifes as well as in the investment markets, tax law and econmonic realities.

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Becoming a client

At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family. To learn more about the benefits of being an Assante client, take a closer look at our customized Family Wealth Circle approach below, or contact me at your convenience for a private consultation.

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Phase 2: Look under the hood

In Phase 2, we accomplish the following steps: 5. Comprehensive Assessment: All documents are reviewed and analyzed to form the basis of your master plan. 6. Develop Your Personalized Master Plan: This plan addresses all aspects of your relevant financial affairs and includes analysis, scenarios, commentary and recommendations relating to everything that affects your family’s wealth, including your net worth, your cash flow, your investment portfolio, to tax savings strategies, education planning and everything in between. The financial independence roadmap points the direction, the master plan contains the ‘how to’ and fills in the details of the journey. 7. The Tax MiniMiser: By working closely with your legal and tax advisors we conduct a thorough review of your current tax situation. We identify strategies to minimize the taxes you pay on a household basis legally. By analyzing your situation, we often uncover strategies that can save you and your family thousands of dollars annually. 8. The Investment Policy Statement: An Investment Policy Statement (IPS) is a business plan covering one’s personal financial affairs. It provides a direction and a framework within which investment decisions can be made rationally. In the absence of an IPS, investment decisions are often driven by the twin emotions of fear and greed, governed by heavy reliance on the daily market activity as a guide. The results of this approach have been that investors have achieved significantly lower returns than they could have. Integral to the development of your IPS is our Investor Profile. This document identifies your characteristics as an investor in order that the Investment Policy Statement can develop a plan consistent with your situation.

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Travel, Health and Dental, and Critical Illness Insurance

As healthcare costs continue to rise and some services are not covered under government plans, more and more responsibility is placed on you, as an individual, to pay for these costs. Carrying such healthcare costs could lead to a more stressful financial burden on you, particularly if due to unexpected circumstances. Fortunately we can provide you and your family the type of coverage to help you deal with these situations. We have made it even easier for you to obtain this coverage. Our web site now offers a ‘Quick Quote & Buy Online’ feature that will allow you to get a quote or submit an application online for a Manulife Financial health and dental, travel or critical illness plan. Applying online through our web site is a quick and efficient way for you to get the specific coverage you and your family simply shouldn’t be without. If you prefer, we are available to meet with you to discuss your needs. The choice is yours. If you are going through a career or lifestyle transition, planning a trip or looking for additional protection for yourself and your family, we invite you to consider one of the Manulife Financial plans we offer. If you have any questions about the ‘Quick Quote & Buy Online’ feature or if you need any other information or assistance, please contact our office. We would be happy to help.

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