Your Implementation Team

FSS Financial Planning provides Ongoing Service clients with a qualified and dedicated Implementation Team to assist you in implementing the recommendations in your Statement of Advice.

 Paperwork and forms can be confusing and tedious, getting the timing right can be stressful and making sure they are getting to the right people can be time consuming, especially if you are unfamiliar with financial services.

Your Implementation Team is dedicated to assisting you with:

• What forms are required,
• How to fill them out correctly
• What ID requirements or additional information each application needs
• The timing of your implementation to fit your strategy
• Communicating with 3rd Party Providers

They work to ensure that your plan is implemented effectively, efficiently and in a timely manner.

Look forward to a call from your Implementation Team