Financial Strategy Services
Here's how we can help you!
Our financial professionals will work with you to create a clear financial strategy to help you get from where you are to where you want to be. When we sit down with clients to manage cash flow, we always provide:
Financial Needs Analysis
Financial Goal Setting Strategies
A Plan of Action to Accomplish Your Goals
If debt has become an overwhelming stressor in your life, our financial professionals can walk alongside you to alleviate that stress. Our financial professionals can work with you to devise a plan to eliminate your debt while building wealth.
The Financial Needs Analysis performed by one of our financial professionals will provide valuable insights into how to properly protect your assets and lifestyle from loss of income.
Long Term Care Insurance
Segregated Funds (Canada only)
Guaranteed Interest Accounts (Canada only)
Our financial professionals can help you prepare to thoroughly enjoy your golden years to their fullest potential. We walk alongside our clients to create a retirement strategy using some or all of the following financial products.
Registered Retirement Savings Plans (Canada only)
Tax-Free Savings Accounts (Canada only)
Give yourself and your loved ones peace of mind by setting aside 3-6 months of income to prepare for the unexpected. Only 41% of Americans have enough savings to cover a $1,000 emergency.1 That doesn't have to be the case for you. Our financial professionals can work with you to create a strategy that fits your lifestyle and financial goals.
The Power of Selection
We have relationships with many Fortune 500 insurance and financial services companies. This allows us to offer our clients a wide selection of products and services to meet their family's specific goals and needs. This business model removes the incentive for our financial professionals to recommend a certain product or products for financial gain. At Exodus Financial, creating a strategy that will meet the client's goals and needs are always our number one priority.