Strategy. Execution. Success.

Planning for your goals while preparing for the unexpected

Insurance is foundational to your financial health and well-being. As you consider life insurance options, it’s important to have a protection strategy based on your current situation, and flexible enough to change over time. As your financial advisor, we can help you assess and manage your protection needs, and determine the steps we need to take to safeguard what is most important to you. Together, we can protect you and your loved ones from financial hardship, should the unexpected occur. Contact us today for a complementary protection consultation.

Customized Strategies & Attentive Service

The Sarafian Group works with individuals, business owners, and families to help achieve their financial goals. Our team is focused on you-the client. We are committed to providing each and every one of our clients with the exceptional service they deserve.To address the complex issues facing each of our clients, we extend our relationship with you to introduce a team of RBC Wealth Management professionals. The experienced specialists work alongside us to help you proactively plan for the future.

What is Important to You?

Professional wealth management helps you answer this question, prioritize your objectives, and prepare financially to accomplish them. Helping you with the financial side of achieving what is important to you is central to everything we do at RBC Wealth Management.
  • Planning for retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy you want to be remembered by

How Do You Envision Your Retirement?

We now offer a retirement analysis which will help you achieve your life goals. If you would like to learn more about this analysis, please watch the video RBC Retirement Funding Sensitivity. Please contact us regarding a questionnaire.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

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