Services

Our wide range of personal and business planning services are tailored to meet your needs.

Financial Services to Meet Your Needs

We know that when it comes to financial strategies, one plan doesn’t fit all. We’ve built our firm to ensure that our team has the expertise you require regardless of your financial situation. We’ll work with you to make sure your personal or business planning hits the mark.

The Right Plan for the Right Person

Your needs are the top priority. If we can’t provide the unique service you require, we’ll introduce you to the right person – even if they aren’t members of our firm. Your financial future is our priority.

Personal Planning

Your Financial Future Is Our Priority.

Ensuring that your personal finances are well-managed is critical for your future and the future of your loved ones. We’ll get to know you and make sure that your money is working towards your personal goals.

My Financial Future

Our online financial portal, My Financial Future, is designed to help you keep track of your financial health. My Financial Future tracks all aspects of your financial health. Get some clarity on your personal financial planning with this intuitive, user-friendly web portal.

The Personal Planning process includes all sides of the financial development: creating an action plan based on awareness, values, reflection, goal-setting and planning for personal development within the context of a career, education, relationship or for self-improvement.

What we offer:

Retirement Planning

Tax Planning

Estate Planning

Risk Management

Education Planning

Wealth Building

Business Planning

You work hard to make your business profitable. Make your money work for you.

Our range of business planning services are designed to give you peace of mind when it comes to the financial well being of your business. With a wide range of services, we’ll help you lock down the financial planning strategies that will be there for you and your employees well into the future. Our goal is to give you the sense of security you need to focus on running your business and making your employees happy.

The business planning process brings together all aspects of planning into a coherent, unified process. We’ll help to ensure that your plans are comprehensive, focused, resilient, practical and cost effective.

What we offer:

Tax Planning

Succession Planning

Pension Consulting

Wealth Building

Risk Management

Key Person Insurance

Success Stories

“Connect Wealth is a totally different experience. The insight and practical advice that I received was invaluable in helping me set my goals for the future, and I appreciate the time that was spent educating me on the different investment options, rather than simply being told which investments I should make.”

- D.H.

“I have worked with Vince Olfert for the past 3 years. As a holder of the Chartered Financial Analyst designation and an employee of an institutional asset management firm, I was very particular when it came time to choose someone to manage my own family’s money. Connect Wealth’s financial acumen, coupled with the resources to which they have access, allow them to stay on top of current business and economic trends which is important to me given the ever-changing investment landscape. They are highly personable and honest people who at all times do what is best for their clients. As such, I highly recommend Connect Wealth as a financial firm.”

- C.M., MBA, CFAChartered Financial Analyst