IRONSHIELD Financial Planning Inc.

🔄 Tired of a financial planning career that has you stuck in an endless cycle of product-driven incentives? 📈 Looking for a (realistic) way to transition to higher-value advisory services? 🚀 Want to be part of a business model that could improve your output by 40-50%? IRONSHIELD is a financial planning pioneer that does things a bit differently. We focus on helping business owners, and we do it through thoughtful, highly strategic, fee-based advice — with 32 years of experience behind it. We use a proprietary, process-based system of admin, technology, and training that gives our FPs everything they need to make the leap successfully from chasing sales quotas to thoughtfully guiding clients and giving them real value. Did we mention we’re growing? If you have your insurance license, your CFP designation (or plan to start it within 12 months), and 5+ years of financial services experience with business owners… Let’s talk! To learn more visit: https://lnkd.in/eYzuJw4b #financialplanning #financialadvisor #wealthmanagement

Back to Basics: What are Interest Rates? Understanding interest rates can help you better manage your finances. https://lnkd.in/gNZfFr_Z

Few experiences can compare to a well-deserved vacation. But budgeting for that relaxing getaway can be stressful, too. Read the full article here: https://bit.ly/4h0XHsb #financialplanning #personalfinance #travelbudgeting #vacationplanning #CFP #QAFP

Are you ready to take full advantage of the time and resources your life’s work has afforded you? The day after the close is the first day of the rest of your life, but strategies for dealing with the social, emotional, physical, and financial elements of adapting to being ‘out of the business’ is a pivotal part of the entrepreneurial journey that is often overlooked. Join our CEO Scott Plaskett, CFP®, FEA® at The Business Transitions Forum in Toronto on May 14th. More information can be found here https://lnkd.in/gtNmN3vA In this engaging session, you’ll learn how to plan for your family legacy (and navigate the potentially difficult conversations that may inspire), achieve your philanthropic goals, identify fulfilling ways to spend your time, and set yourself up for ongoing financial success. #BTFcanada #BTFtoronto