Why Lougheed Financial Planning?
Everything we do is based on sound ﬁnancial principles that have stood the test of time: principles about managing cash ﬂow, your investments over various time frames, protecting those you care about and planning for your future.
We provide rock solid, professional, practical, and personal financial planning in partnership with our clients to help them reach their financial goals, resulting in financial peace of mind.
Our business exists to help clients organize their ﬁnances and make smart decisions regarding various aspects of their ﬁnances, based on sound principles. It has been our practice to establish long-standing professional and personal relationships with our clients, providing practical, objective and expert advice along the way. We are passionate and devoted to ensuring that a strategic personalized plan is developed and implemented to help you reach your goals and achieve ﬁnancial peace of mind.
PUTTING OUR CLIENT'S INTERESTS FIRST
We are proud to commit to the following five principles
We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
We will always put our clients' best interests first.
We will fully disclose and fairly manage, in our clients' favor, any unavoidable conflicts.
We will avoid conflicts of interest.
We will not mislead clients, and we will provide conspicuous, full and fair disclosure of all important facts.
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Invest your money. Three short, simple words. Or are they?
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