Financial Planning

    A financial plan comprises an income plan, retirement plan, insurance review, investment policy statement, investment proposal, and action plan. Once developed, the financial plan provides our map and timeline, and we meet on a regular basis to check in on the status of activities identified in the financial plan. When developing financial plans, we incorporate the following (as applicable) for our clients:

     

    Wealth Accumulation and Management

    We provide personal financial advice on accumulation and protection of wealth and tax-advantaged distribution of wealth during life and on the event of death.

     

    Estate Planning

    We create a master plan for the management of your property during life and the distribution of that property at death. Learn more...

     

    Investment Management

    We provide investment management for clients for financial independence/retirement, college savings, and trusts. Learn more...

     

    Business Succession Planning

    We focus on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of their family. Learn more...

     

    Retirement Planning

    We evaluate your current financial situation and create an accumulation strategy that will help to ensure your desired retirement lifestyle.

     

    CEFEX-Certified Oversight

    We are certified by the Centre for Fiduciary Excellence as an Investment Advisor. Learn more...



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    Risk Management

    We work to minimize financial and other losses potentially associated with risks to your assets, business or health. Our first line of defense is identifying your sources of risk and then either avoiding or minimizing the major exposures.