We are pleased to offer a wide variety of services that are specifically tailored to you and your financial goals.
Life Insurance Solutions
Life insurance planning involves providing income for you and your family in the form of life, disability, critical illness, and long-term care insurance. It involves carefully reviewing your needs so that a comprehensive plan is in place to fulfill your obligations, provide for an estate for your family, and protect you and your loved ones should the unexpected happen.
Investment Management
Investment management requires putting together a diversified investment portfolio and retirement planning strategy. It involves understanding your retirement goals and needs so that you have a reliable, tax-efficient income stream that takes into consideration your time horizon and ensures that you are invested in a risk appropriate manner.
Financial Planning
Financial planning involves taking a holistic look at your financial health. By looking at managing all areas of our financial life that takes into consideration your income, expenses, investments and debt, coupled with your short- and long-term goals, we can help you successfully chart a path towards successfully achieving your goals through wealth management and protection.
As an Independent Financial Advisor, I have access to products from a number of Insurance and Investment companies. My process involves understanding your goals and needs and developing a strategy with you to help you achieve your goals. Once we’ve agreed to your strategy, I will help you select the products or tools that best accomplish your personal financial game plan. An example of an Insurance and Investment company I have access to is:
