My education, professional designations and years of experience give me the knowledge and ability to provide quality advice anad service. Helping my clients become financially secure and successful in life brings me great pleasure. Over the years, my practice has evolved to more of a focus on wealth accumulation, wealth protection, and wealth transfer business.
RETURN: Everyone wants "more of what they have". Wealth accumulation is important to meeting future lifestyle objectives. Prudent investment selection/allocation and risk assessment are critical to attaining objectives. REPORTING: We need to know we are going in the right direction. I provide at least quarterly reports to my clients.
RETURN: Everyone wants "more of what they have". Wealth accumulation is important to meeting future lifestyle objectives. Prudent investment selection/allocation and risk assessment are critical to attaining objectives. REPORTING: We need to know we are going in the right direction. I provide at least quarterly reports to my clients.
Services
Financial planning is a long-term process of managing your finances so you can achieve your financial objectives, and through this process, meet the challenges that arise in every stage of life. Financial planning is a process, not a product. Explain issues and concepts related to the overall financial planning process that are appropriate to you.
Before jumping into investments, I first help you understand what investment planning is and our process. What is the purpose of the investment? Money invested to be used for a down payment on a home would be invested in a different manner than funds allocated for longer term needs, such as retirement.
The use of "corporate class" shares of investment funds allows you to manage your investments, move from one investment to another, even from one asset class to another, without triggering a taxable disposition. In addition, these investments generate minimal investment income through the year, (income re-invested), therefore reducing unwanted taxable investment income.
To get you started on your financial planning journey, please download and fill out this confidential client questionnaire. It helps you access where you are at, where you want to be with your financial planning, and any questions you may want to ask during our initial meeting. I look forward to meeting you.
There are really only two types of Life Insurance, these being Term Life and Permanent Life. As the name suggests, this type of policy will insure you for a "term". It is best suited for situations where there is a finite need, for example. In these situations, a 20 year term policy might be appropriate.
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