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Piggy BankDo you have multiple registered retirement income funds (RRIFs) at various financial institutions? While you may have thought you achieved diversification by following this approach, spreading out your investments this way means no single individual understands your various investments and how they fit into your retirement goals.

As you review your financial security plan, you should consider the benefits of working with one financial security and investment representative, and moving toward a more unified approach. This strategy can offer a coordinated strategy to reach your goals, as well as these other significant benefits.
  1. It provides a single consolidated statement.
    Moving your investments into a single plan makes life easier – and a single statement makes tracking your plan much simpler.
  2. It avoids over-diversification.
    Investors with multiple plans often have a huge number of investments. A consolidated plan offers you the opportunity to easily see the big picture. You and your financial security and investment representative can properly assess the risk associated with your retirement holdings and move them into a portfolio designed for your current risk tolerance.
  3. It provides maximum flexibility.
    If adjustments to investments are necessary, a single consultation with a financial security and investment representative can provide quick and effective service. Together, you can easily determine and understand how such changes affect your overall retirement plan.
  4. It helps prevent administrative hassles.
    Some companies have minimum balance requirements. Having your retirement assets held in a single plan avoids this problem.
  5. It gives you more personalized attention and financial security advice.
    Clients often find they're faced with conflicting financial security advice or a lack of attention. Having a single trusted financial security and investment representative working with you helps ensure you won't face these frustrations.
Heritage Insurance can work with you to bring together all your RRIFs, (or other registered investments for that matter) — providing you these benefits while working to understand your financial situation and dreams. Call us at (306) 693-7640 for more information on financial services.
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