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Stonehaven Financial Group

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Geoffrey Parker

This document introduces Stonehaven Financial Group, an independent financial planning firm. It describes Stonehaven's business model of providing information, insight, and implementation to help clients achieve their financial goals. The firm focuses on understanding clients' vision, values and strategies before recommending tactical products and tools. This approach aims to help clients achieve better long-term results.

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S T O N E H A V E N Financial Group Inc. Robert S. Fleischacker, RHU, CLU, CFP Scott D.C. Harris, CSA, CLU, CFP Michael L. Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP Sherri McArdle Gayle Shannon Brenda M ynttinen Robbie Fleischacker An Introduction
Our Business Model Independence ? Information ? Insight ? Implementation STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP
Our Business Model Independence ? Information ? Insight ? Implementation You and Your Family Implementation Management Advice & Plan Design STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP
Our Business Model Independence ? Information ? Insight ? Implementation You and Your Family Implementation Management Advice & Plan Design STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP Risk Management Tax & Estate Planning Investment Management Employee Benefits & Pension Consulting
Our Business Model Independence ? Information ? Insight ? Implementation You and Your Family Implementation Management Advice & Plan Design Existing Tax & Legal Advisors STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP Risk Management Tax & Estate Planning Investment Management Employee Benefits & Pension Consulting
Our Business Model Product Manufacturers and Suppliers Independence ? Information ? Insight ? Implementation You and Your Family Implementation Management Advice & Plan Design Existing Tax & Legal Advisors STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP Risk Products Investment Products Hybrid Products Risk Management Tax & Estate Planning Investment Management Employee Benefits & Pension Consulting Life Insurance Companies Banks, Trust Companies, Mortgage Companies Managed Money, Securities, Bonds, ETFs, Mutual Funds
Single Purpose Solution Engagement Planning Horizon (Above the line) (Below the line) Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Term Life Insurance Exempt Life Insurance Shareholder Insurance Disability Insurance Legacy Program Estate Bonds Offshore Investments Family IPP Health and Welfare Trust Key Person Insurance Asset Allocation Charitable Insurance Policy Charitable Gifts Critical Illness Insurance Long-Term Care Options Group Insurance Pension Plans Managed Investments Tax-sheltered Fixed Income Wrap Plans Estate Equalization Program Education Trusts Family Trusts Spousal Trusts Family Foundations Family Bank Individual Pension Plans Spousal Loans Partnership Insurance Insured Annuity Corporate Asset Transfer RRSPs RRIFs Annuities Insured Asset Transfer Meeting Facilitation Insured Annuities Private Investment Management Investments GICs Life Annuity RESPs Mortgage Insurance Mortgage Placements Flow-Through Shares GIAs Salary Continuation Plans Business Overhead Insurance Capital Gains Insurance Permanent Life Insurance
The Planning Horizon Planning Horizon
The Planning Horizon Your Vision, Values, Goals, and Strategies Planning Horizon ¡° Why¡± Above
The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon ¡° Why¡± ¡° How¡± Above Below
The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon Starting at a different place achieves better results ¡° Why¡± ¡° How¡± Above Below Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon Starting at a different place achieves better results ¡° Why¡± ¡° How¡± Above Below Profile Meeting Strategy Inventory & Plan Development Plan Implementation Discovery Process Plan Management Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon ¡° Why¡± ¡° How¡± Above Below Profile Meeting Strategy Inventory & Plan Development Plan Implementation Discovery Process Plan Management Single Purpose Engagement Urgent Issues & Gap Management Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon Our client families end up in a different place, and with better results, because we start at a different place ¨C above the horizon. ¡° Why¡± ¡° How¡± Above Below Profile Meeting Strategy Inventory & Plan Development Plan Implementation Discovery Process Plan Management Single Purpose Engagement Urgent Issues & Gap Management Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon Our client families end up in a different place, and with better results, because we start at a different place ¨C above the horizon. Starting at a different place achieves better results ¡° Why¡± ¡° How¡± Above Below Profile Meeting Strategy Inventory & Plan Development Plan Implementation Discovery Process Plan Management Single Purpose Engagement Urgent Issues & Gap Management Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
Our Planning Engagements Pricing valid to December 2008
S T O N E H A V E N Financial Group Inc. Thank you

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Stonehaven Financial Group

  • 1. S T O N E H A V E N Financial Group Inc. Robert S. Fleischacker, RHU, CLU, CFP Scott D.C. Harris, CSA, CLU, CFP Michael L. Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP Sherri McArdle Gayle Shannon Brenda M ynttinen Robbie Fleischacker An Introduction
  • 2. Our Business Model Independence ? Information ? Insight ? Implementation STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP
  • 3. Our Business Model Independence ? Information ? Insight ? Implementation You and Your Family Implementation Management Advice & Plan Design STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP
  • 4. Our Business Model Independence ? Information ? Insight ? Implementation You and Your Family Implementation Management Advice & Plan Design STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP Risk Management Tax & Estate Planning Investment Management Employee Benefits & Pension Consulting
  • 5. Our Business Model Independence ? Information ? Insight ? Implementation You and Your Family Implementation Management Advice & Plan Design Existing Tax & Legal Advisors STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP Risk Management Tax & Estate Planning Investment Management Employee Benefits & Pension Consulting
  • 6. Our Business Model Product Manufacturers and Suppliers Independence ? Information ? Insight ? Implementation You and Your Family Implementation Management Advice & Plan Design Existing Tax & Legal Advisors STONEHAVEN FINANCIAL GROUP Bob Fleischacker, RHU, CLU, CFP Scott Harris, CSA, CLU, CFP Michael Chow, RHU, CLU, CFP Geoffrey Parker, CSA, CFA, CFP Risk Products Investment Products Hybrid Products Risk Management Tax & Estate Planning Investment Management Employee Benefits & Pension Consulting Life Insurance Companies Banks, Trust Companies, Mortgage Companies Managed Money, Securities, Bonds, ETFs, Mutual Funds
  • 7. Single Purpose Solution Engagement Planning Horizon (Above the line) (Below the line) Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Term Life Insurance Exempt Life Insurance Shareholder Insurance Disability Insurance Legacy Program Estate Bonds Offshore Investments Family IPP Health and Welfare Trust Key Person Insurance Asset Allocation Charitable Insurance Policy Charitable Gifts Critical Illness Insurance Long-Term Care Options Group Insurance Pension Plans Managed Investments Tax-sheltered Fixed Income Wrap Plans Estate Equalization Program Education Trusts Family Trusts Spousal Trusts Family Foundations Family Bank Individual Pension Plans Spousal Loans Partnership Insurance Insured Annuity Corporate Asset Transfer RRSPs RRIFs Annuities Insured Asset Transfer Meeting Facilitation Insured Annuities Private Investment Management Investments GICs Life Annuity RESPs Mortgage Insurance Mortgage Placements Flow-Through Shares GIAs Salary Continuation Plans Business Overhead Insurance Capital Gains Insurance Permanent Life Insurance
  • 8. The Planning Horizon Planning Horizon
  • 9. The Planning Horizon Your Vision, Values, Goals, and Strategies Planning Horizon ¡° Why¡± Above
  • 10. The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon ¡° Why¡± ¡° How¡± Above Below
  • 11. The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon Starting at a different place achieves better results ¡° Why¡± ¡° How¡± Above Below Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
  • 12. The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon Starting at a different place achieves better results ¡° Why¡± ¡° How¡± Above Below Profile Meeting Strategy Inventory & Plan Development Plan Implementation Discovery Process Plan Management Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
  • 13. The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon ¡° Why¡± ¡° How¡± Above Below Profile Meeting Strategy Inventory & Plan Development Plan Implementation Discovery Process Plan Management Single Purpose Engagement Urgent Issues & Gap Management Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
  • 14. The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon Our client families end up in a different place, and with better results, because we start at a different place ¨C above the horizon. ¡° Why¡± ¡° How¡± Above Below Profile Meeting Strategy Inventory & Plan Development Plan Implementation Discovery Process Plan Management Single Purpose Engagement Urgent Issues & Gap Management Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
  • 15. The Planning Horizon Market¡¯s Tactics, Products, and Tools Your Vision, Values, Goals, and Strategies Planning Horizon Our client families end up in a different place, and with better results, because we start at a different place ¨C above the horizon. Starting at a different place achieves better results ¡° Why¡± ¡° How¡± Above Below Profile Meeting Strategy Inventory & Plan Development Plan Implementation Discovery Process Plan Management Single Purpose Engagement Urgent Issues & Gap Management Establish Focus 1 Gain Confidence 3 Achieve Results 4 Get Clarity 2 Ensure Sustainability 5
  • 16. Our Planning Engagements Pricing valid to December 2008
  • 17. S T O N E H A V E N Financial Group Inc. Thank you