Professional Services


 

Many people believe that their financial well-being is linked solely to their ability to earn a high income. Yet true financial independence has much more to do with understanding and taking advantage of the finances you have.

Setting financial goals and learning to use financial strategies will help you to meet your objectives. We can help you develop a roadmap and make wise decisions which will help improve your current financial situation and also enable you to reach your goals. 

 

  • life insurance needs assessment

  • group benefits review & recommendations

  • long-term care needs & cost evaluation

  • personal needs analysisl

  • retirement planning guidelines

  • tax reduction tips

  • wealth management strategies
     

ON-GOING meetings and / or telephone conferences, support, re-evaluation of portfolios, as well as assistance with renewals and / or changes to plans...