As a fiduciary, I employ a strong planning process with your best interest driving all recommendations. This is the best way to create a more financially secure plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will be flexible enough to accommodate changes.
I have established a process to do this that is based on three key aspects of financial security: asset protection, income protection, and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness, a need for extended care, or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
With these goals in mind, we will work together to assess your total financial planning needs. Based upon your financial life-stage, we will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.
This goal-based and holistic financial security planning approach is designed to help you:
- Define customized short and long-term goals that ensure you choose only appropriate financial products and services
- Identify roadblocks or gaps that might impact your financial planning strategy
- Continually monitor your plan to ensure it meets your changing needs
Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.
What is Financial Security Planning?
Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.
As a Financial Security Strategist acting as a fiduciary, I will work with you to create a plan that includes solid insurance and investment tools and is flexible enough to meet your changing needs.
The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:
- Prepare for a secure, comfortable retirement or minimize your current taxes
- Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
- Provide for you and/or your loved ones or heirs in the event of disability, critical illness, a need for extended care, or death
- Protect your business and your employees through affordable benefits