It’s all about trust.
When it comes to the important things, you want to know that anyone working on your behalf has your best interests at heart.
April McClung is one of those people—you can feel it the moment you sit down across from her.
April spent six years with Investors Group before recently deciding it was time for a change. She and Tim Withey, owner and broker at Withey Insurance Brokers Ltd., connected almost by chance. He had been looking for an insurance agent, but was intrigued when April reached out to him. Both immediately knew that they could build something special for their clients and Withey Financial Services Inc. was born.
Financial planners are for everyone, April stresses, even those who don’t think they have much to work with.
“I usually relate it to a personal trainer at the gym—you would have that personal support person who is working with you and they’re going to look at your body type and what your diet should be like and what exercises you should be doing, and then they’re going to show you which machines to use and how they work so that you can get the best benefit for you. I do the same thing with your finances.”
April starts with your goals. “What do you want to do? Where do you want to go? Let me help you get there. You’ve got a personal expert in your corner that’s going to help you navigate all the commercials and all the different acronyms that you hear and the different interest rates.”
When the market fluctuates, she can help you to make smart decisions “instead of emotion-based decisions, which can really hinder you.”
And she can help you to see where there are gaps in your plan, and help you to determine how to best adjust your plan as your life circumstances change.
No matter where you’re starting from—whether you’re in your first real job, nearing retirement or estate planning—it all begins with a conversation. “Just come and talk,” says April. “There’s no obligation and no fee.”
She’s had people ask her what kind of support she has being the only financial planner in the office. But unseen when you walk in is the back office that she works with—Sterling Mutuals—to bring mutual funds to her clients. “They’re a broker, similar to the way it works with insurance, and whatever is best for the client, that’s what we’re going to do,” April explains.
Tim says April’s presence perfectly complements what’s already happening at Withey Insurance Brokers. “It rounds out our business from both sides. We can provide more services to our clients and continue to build those relationships.”
“There’s no substitute for that personal relationship,” adds April. “Technology is great, but it’s even better when you can just call and deal with a person and get the help you need. There’s value in that.”
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