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Personnal Financial Planning

To achieve your financial life goals, to be free of economic fear in the case of disability, retirement or death, or to educate your children - these are some of the purposes and goals of personal financial planning.

Porter Hétu International members are independent firms that do not sell mutual funds, mortgages, insurance or stocks. Using experienced planners and planning systems, Porter Hétu International members can prepare comprehensive personal financial plans such as  retirement plans, an insurance plans or estate plans.

The plan is based on the financial information you provide and designed to attain your goals. Our independent member firms can assist in the implementation of your plan with referrals based solely on past performance to lawyers, insurance agents, valuators, stockbrokers or others as required.