Financial Destinations Group is a full service financial planning firm with roots dating back to 1955. When the business was succeeded in 2006, we gained our name as FDG and began growing our team to further help our clients achieve financial success. Our goal is to help our clients build a strong plan and process that reflects their personal goals and ambitions for their money and financial wellbeing.
Our team takes a consultative and holistic approach to create short and long-term plans for our clients. Whether you’re looking for insurance, investment advice, retirement planning, or a full-package deal, our well-rounded team is dedicated to helping you turn your goals into accomplishments.
We’re committed to helping our client’s meet these goals through our robust service offering. It all starts with a tailored plan that takes a systematic approach to understanding your unique financial goals.
Credit Planning Consultants
Advanced Case Consultants
Financial Planning Consultants
Private Wealth Counsellors
Advanced Planning Strategists
When you join us as a client, not only are you gaining access to our widely experienced team, you benefit from our connections and gain access to competitive offerings. From Mortgage Advisors to Credit Planning Consultants, we have access to countless industry experts to help you make the best decisions possible for your money, your business, and your family.
Here’s what you can expect when you sit down for a discovery meeting for your financial planning.
Once we have a clear understanding of your financial needs, we’re able to suggest a strategy that can help you fulfil your financial objectives. Entering the planning phase means we will begin to suggest products and services best suited to your financial situation. These plans don’t just serve as guidelines for then short-term. Our approach is robust and will help guide your financial future for the short, intermediate, and long-term.
Now our place, well walk you through how we’ll implement them. Whether it’s making the right investment decisions, choosing the right insurance plan for you and your family, saving enough (and regularly) to reach your retirement goals, or creating an Estate Plan that preserves your legacy; our qualified Financial Planners will be right there by your side as you take each step.
Our implementation process is followed by frequent reviewing and monitoring to ensure you are on track to meet the objectives set out in our plan. Frequent reviewing allows us to make modifications to our strategy when needed.
We begin working with any new client, our process begins as a consultative discovery through asking questions specific to your financial goals and needs. Your financial planning journey is all about you, and we want to get to know your financial goals as best we can.
Questions like these help us build a complete understand of your current and target financial situation.
Get in touch with us to schedule a discovery meeting with our team!
Get expert advice. Reach out to us to discuss your financial future.