Harry Perler’s role as a Certified Financial Planner positions him to fulfil his passion of caring for people. He has created a holistic approach to financial planning, taking into account your personal situation in its entirety. Once he has amalgamated your current financial situation and understood your life’s trajectory he will customize a route to achieving both your personal and financial goals. Harry’s holistic advice is aimed at ensuring your long-term financial objectives are efficiently reached.
A holistic plan is a lifelong procedure and requires your active participation. Harry will constantly be monitoring your plan and periodically checking in with you. Your input is required for an understanding of changing goals, managing risks, securing retirement, supporting charitable causes, transferring assets between generations, and ultimately achieving financial independence. Harry’s big picture view of your finances and regular engagement with you will continuously move you toward your goals while constantly reflecting your personal values.
When it comes to creating your customized financial plan, specific services and products may be incorporated into the plan. Your plan may include a selection of the items listed below. Upon completing a customized financial plan, Harry will be able to determine the right services and products you require.