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What Is Financial Concierge?
What is Financial Concierge?
At Broughton Financial, all of our service packages begin with a comprehensive financial plan but if you select the ongoing subscription service, you can expect much, much more.
In addition to regular plan updates and reviews of your investments and savings plans, you will have exclusive access to our Financial Concierge service.
What does that mean?
We will be on call and available to listen and provide council when life happens.
Making a major purchase
Investment opportunities
Experiencing a career change
Mortgage renewal
Marriage Breakdown
Inheritance
Market corrections
Health events
The list goes on and on. The point is, that you will always have someone to talk to. Someone who already understands your situation and has almost 30 years of experience helping hundreds of families like yours and mine.