Plan. Review. Advise.

An Integrated Process.

Queensbury Group’s diverse services can be segmented into two areas of planning and ongoing advice.* Both are important aspects of creating a financial plan that is finely tuned to an individual client’s needs and concerns.


The planning process begins with creating a snapshot of a client’s existing financial circumstances and family situation, and then proceeds to the identification of specific goals, lifestyle wishes, retirement dreams and more.

The planning stage catalogues client assets and combines them with available cash flow to develop custom strategies for the attainment of defined long-term goals. The steps involved in this approach include:

  • Needs Assessment
  • Investment goals
  • Tax Planning
  • Estate Planning
  • Insurance Analysis

Our aim is to assist clients in attaining realistic expectations for their financial goals, together with delivering peace of mind in getting there.

Ongoing advice

Once a financial plan is in place, periodic reviews are held (based on individual needs) to ensure targets and objectives are being met. Ongoing advice may include counsel in the following areas:

  • Asset Allocation
  • Investment Monitoring
  • Risk Minimization
  • Portfolio Optimization
  • Implementation

The Queensbury Group planning and advice process is flexible to meet changing client needs and is sensitive to market conditions and external factors that can impact financial plans.

*Planning and ongoing advice services conducted by your advisor are provided through Queensbury Securities, Queensbury Insurance and/or your advisor’s other business activities.

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