For the person who wants financial guidance and advice to protect what they have now and achieve the lifestyle and secure financial future they strive for, it is invaluable to have a professional Financial Adviser to provide you with easy to understand strategies that will provide peace of mind and confidence during each stage of your financial life.
Hello, I'm Shirley Ferris, the Director and Principal Financial Adviser of Foster & Blanchard Wealth.
Quality financial advice should be affordable and available to any person who has dreams and goals, who wants financial security and freedom at retirement, and who wants the comfort of knowing matters will be handled when adverse circumstances arise that may impact on the ability to work, such as illness, accident or death of a partner or spouse.
As a Financial Adviser, I am very passionate about working with my clients to identify what your immediate needs are, what is important to you & what you value. Once your needs, goals & values are identified, I will explain to you how I can assist you to achieve your goals and provide you with overall peace of mind. A fee is not charged for the first meeting which normally takes approximately an hour and a half. Fee structure is discussed in our first meeting to alleviate any concerns you may have about the cost of my service to you.
My on-going service to you is an important part of you achieving your financial goals and receiving the support & advice you need, especially as circumstances change and you move through life's different stages. My on-going service is available to you in either an “as needs” basis or structured based on your needs & requirements.
It would be a privilege to meet with you and discuss how I can best assist and work with you as your Financial Adviser.