Rogers Group Financial has provided independent financial advice, and implemented planned solutions with Canadians for over 30 years. We support an independent advice model that recognizes the unique needs of our clients, and the considerable creative talents that our advisors bring to the table. Our review of available financial planning tools identified PlanPlus Planit for its flexibility to provide a powerful combination of standard planning functions over a wide range of potential scenarios, while allowing the knowledge and experience of our advisors to guide customized client solutions.
Financial Advisor and President
Rogers Group Financial
I have clients who were very serious about retiring and were uncomfortable making the decision due to a lot of unknown financial factors. Given my experience with Plan Plus was limited, I was a tad nervous presenting a plan that these clients would base their decision on and trusting the numbers were correct. After imputing their data, everything looked reasonable but another set of eyes from two of my colleagues turned up a glitch that was embellishing the outcome. I decided to give the Live-Chat option a try and that was where I met Jordan Ritchie, who took my text message. He was very knowledgeable about the program and took great patience to work through my data before locating where my glitch was and took no time at all to clean it up and after an hour of walking me through all the scenarios, the plan looked very reasonable to attain. I presented the plan to these clients and they are now considering, very wisely, if retirement is in their immediate plans for 2017 and we will be meeting one more time in the fall to review all their goals, assets, incomes, expenses, taxes and time horizons to make their decision before year-end. I now use the Plan Plus module frequently and with much more confidence knowing I have a very capable person at the other end of the line. Thanks so much Jordan for all your assistance and if you only knew how much the clients appreciated “our work” on their case, you would be smiling like I am…there is no better feeling than helping clients achieve their goal of retiring early knowing their career-long efforts will be rewarded in their golden years. Cheers.
Coast Capital Savings
I cant remember who assisted me but the most recent experience was good. The rep took the time to go into the clients profile on line and let me know what I had to correct in order to conduct a retirement projection and clarified my questions. Thank you
MD Physician Services
We decided to work with PlanPlus because their PlanPlus Planit solution allows us to support the unique needs of our credit union members. We’re able to provide individualized branding for each credit union. At the same time the PlanPlus solution provides a common technology platform and integration to both our mutual fund and securities back offices.
Paul Isaacson, CLF, CFP
Senior Vice President, Distribution and Sales