By Yusuf Osman, MBA
Financial planning isn’t just about the numbers, it’s about your life. But it can be difficult to know where to start and how to create a plan that reflects your values, personality, goals, and circumstances.
As a financial advisor, I understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks such as investing and financial planning. My priority is to help you manage your finances and take action to achieve your financial goals.
What I Do
I am an independent senior investment advisor with Argosy Securities, Inc. providing a full suite of financial services that prioritize personalized investment advice, a fresh perspective, and the needs and well-being of my clients. I don’t just whip up a plan and call it a day; I use a relationship-based approach that allows me to walk with you through whatever life throws your way. Through sound planning, risk minimization, and constant review, I strive to create and improve financial freedom, security, and peace of mind. And we all need a bit more of that!
Who I Serve
While I can help anyone, I have tailored my services so I can focus my attention and resources on a select group without compromising the quality of my services. For me, that’s women—highly responsible women living full and busy lives that may include careers, children, caring for elderly parents, and being involved in their communities. With all that weight on their shoulders, they’ve put their finances on the back burner or let others make financial decisions for them. Unfortunately, when life changes and they start focusing on their money, they don’t have the knowledge or confidence they need to move forward.
That’s where I come in. I put the utmost importance on educating and empowering women to be engaged in their finances and offer the Engaging Women’s Program to keep pouring into you even after you’ve gone through my dynamic wealth process. This helps you to erase fears about maintaining your lifestyle, running out of money, or being dependent on someone else.
Regardless of whether they are single, married, or divorced, have children or not, the women I work with have a few things in common. They are excited and willing to listen and learn and are not afraid to ask questions. They desire a financial partner to help them on their journey so they can focus on what matters most.
How I Work
I start with you, not the numbers. Instead of planning your life around your money, I learn your story and plan your money around your life. Together, we build a dynamic relationship that helps me customize advice and solutions to your needs, goals, and life situation. I make this a reality through my Life by Design Plan that follows the process of dream, plan, and live. First we’ll map out your dreams and ideal vision of your future, then we’ll create and implement a road map to get you from point A to point B. Finally, we’ll celebrate your hard work and proactive planning and you get to live your life knowing that someone is looking after your financial future.
What Sets Me Apart
I know there are plenty of financial professionals for you to choose from, but I also know that what I do is different from the rest. I don’t settle for the status quo but continue to work harder every day to provide you with the best service possible. My clients know that I care about them, not just their money, and I have a reputation for listening well and putting their best interests first. I believe that everyone deserves to have access to expert financial advice and the personal attention of a caring advisor.
Are You Ready For A Different Financial Future?
I find no greater satisfaction than in helping my clients live the lives they’ve imagined. If you think I would be a good partner for your financial journey, I invite you to contact me to learn more about my unique approach to service, communication, and wealth management. Contact me at (613) 230-5895 or firstname.lastname@example.org to get started.
Yusuf Osman is a Senior Investment Advisor at Argosy Securities Inc., an independent full-service financial advisory firm dedicated to helping clients create financial freedom, security, and peace of mind. With over 30 years of experience in the finance industry, Yusuf is committed to educating, engaging, and inspiring as many people as possible to take control of their finances. He spends his days developing a thorough understanding of his clients’ lives, concerns, and dreams to help them build a financial plan that keeps pace with changes in both the markets and their lives. Yusuf graduated from the University of Ottawa with a bachelor’s degree in Science and earned an MBA in Finance from Queen’s University. To learn more about Yusuf and his Dynamic Wealth Program for Women, go to https://www.argosy-osman.com/women or connect with him on LinkedIn.