Shaif and Brenda

Since 2018, Everything Financial and the Omni Formula plan have been invaluable for Shaif and Brenda. As parents with children nearing the end of high school and a dream of a stress-free retirement on the horizon, they recognized their need for a more solid and secure financial plan – especially after settling Shaif’s father’s estate. Thanks to a family friend, they connected with Everything Financial six years ago and now have a secure financial plan in place.

“We were guided in planning for retirement in a very organized way. Other providers did not seem motivated to help us,” Brenda recalls. “With Everything Financial, our whole future was mapped out. Wills, estate, retirement – everything.”

“The Everything Financial team helped us quickly get organized using their Omni Formula. They took the anxiety and burden out of financial planning,” Shaif explains. This proactive approach stands in stark contrast to their previous providers who often forgot about them after securing their account. With Everything Financial, regular quarterly check-ins ensure they stay on track.

Everything Financial updated their wills, secured the right amount and type of life insurance, planned their children’s education savings, and completed thorough estate, tax and retirement plans for the entire family. “Now, as we approach the retirement stage in life, we are much more comfortable knowing we have everything organized and have achieved our goals,” Shaif says.

Their initial goals were to achieve financial security and to be in a position to choose a work-optional lifestyle as they reached retirement age. Thanks to Everything Financial, these goals have been met, providing a sense of security and comfort for their future. “Living the lifestyle we enjoy when retired and helping our children with their education goals – that’s what financial freedom means to me,” Brenda says.

Their advice for others? Brenda’s is straightforward: “Get feedback from clients of any prospective financial planner. Look for a financial planner that gets you the results they promise.” Transparency is key, with all fees and commissions clearly explained and no hidden costs. Shaif’s advice is similar: “Do your homework. Interview a few financial planners and talk to their clients to ensure they are the right fit for you and your family. Don’t delay in making a change if your financial planner isn’t doing what they promised.” Everything Financial provided exactly what they wanted – transparent, organized, comprehensive and secure financial planning.

Ready to launch your financial future? Contact us today and let’s embark on your journey towards financial freedom together.