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What to expect:
1) Initial consultation
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2) Meeting with a licensed financial advisor
to discuss your unique concerns and goals
3) Analysis and recommendations
to outline your action plan to pursue your goals
Your advisor will also give you access to our Personal Financial Management Portal – a powerful online tool where you can aggregate financial accounts, access budgeting tools, monitor cash flows, and more.
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Financial planning and investment advice provided by John Hancock Personal Financial Services, LLC (“JHPFS”), an SEC registered investment adviser. Investments: not FDIC insured – No Bank Guarantee – May Lose Value. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Diversified portfolios and asset allocation do not guarantee profit or protect against loss. Nothing on this site should be construed to be an offer, solicitation of an offer, or recommendation to buy or sell any security. Before investing, consider your investment objectives and JHPFS’s fees. JHPFS does not provide legal or tax advice and investors should consult with their personal legal and tax advisors prior to purchasing a financial plan or making any investment. 542LLO-20190918-1