Summerland,Penticton, Okanagan Success Stories and Happenings: Agility Financial’s Scott Telford – Partner, Penticton, Okanagan Financial Planner

Agility Financial’s Scott Telford – Partner, Penticton, Okanagan Financial Planner

THE AGILITY FINANCIAL DIFFERENCE

What do we believe about success?

Living a prosperous life involves a lot more than money —at Agility Financial we believe it is about identifying your life’s true priorities and purpose, and creating a life that gives you the freedom to express and live your life however you choose.

It is about contribution, good health, personal development and high quality relationships.

What do we do?

Our focus is not just on helping you make the right investment or insurance decisions, it is preparing you for the rapid economic changes we are now facing and will continue to face into the future. If you desire we will help you identify what your true priorities are in life as well as provide ongoing financial education to increase your financial literacy and improve your relationships with money. Together, we will be building a comprehensive plan that grows with you and your family. Over the course of a lifetime, you will face different financial issues at different times — such as starting and raising a family, beginning a new business, accumulating wealth, providing for your children or grandchildren, retiring, or leaving a financial legacy.

At Agility Financial, we are walking beside you — every step of the way.

Why do we work as a team?

At Agility Financial we believe no one is an expert on everything. We have a team of advisors and a network of professionals that will work together and collaborate to assist you in all areas of your finances. With Agility Financial, you do not get one advisor or two advisors, you get a whole company working together for you and your family’s future.

We take teamwork seriously … because it is the best approach for our clients!

Who are our clients?

At Agility Financial we believe all people have equal value. We do not segment our clients by how much money they have or how much money they make. Our clients range from 12 years old to 80+ years old. The only requirement to become one of our clients is that you are willing to learn and grow and become financially literate.

We serve all our clients as if they are millionaires … because they are priceless!

Agility Financial’s Scott Telford – Partner, Penticton, Okanagan Financial Planner