|A comprehensive financial plan allows clients to
create wealth, protect that wealth over the long
term and gives them the financial independence
to enjoy their success. The planners at Alodium
Financial Group work with their clients to
determine short and long term goals, as well as
personal preferences about achieving them.
Recommendations for realizing these goals are
presented to clients, and if accepted, your
planner sees that the plan is implemented.
|Scott O'Donnell, BCS, CFP
Emily Murphy, CLU, RHS
Sue Cochrane - Marketing Assistant