Our goal-based financial planning approach will clarify and define your priorities. Whatever stage of life you happen to be in, a solid financial plan will give you peace of mind and guide you closer to your goals. Good planning ensures you & your family are taken care of in the event of death or disability.
Don't take chances with your most valuable asset - you. The success of your business relies on the strength of your people. We have access to a wide range of carriers and plan options including 'insured' and 'self-insured' plans. We don't use a cookie cutter approach. Plan-it Financial Corp. helps people create financial plans (that include insurance) to meet both personal and business goals.
Don't take chances with your most valuable asset - you. The success of your business relies on the strength of your people. We have access to a wide range of carriers and plan options including 'insured' and 'self-insured' plans. We don't use a cookie cutter approach. Plan-it Financial Corp. helps people create financial plans (that include insurance) to meet both personal and business goals.
Services
Financial planning is more than just saving for retirement - it's about helping you protect what matters most while planning for your short and medium term goals. Our process will help you build a tailored plan that is comprehensive and flexible to meet your changing needs.
To build your plan, we use a proven process based on the four cornerstones of financial security which covers death, income protection, retirement and liquidity (cash flow management).Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education - then we look at product solutions to help address those specific needs.
To build your plan, we use a proven process based on the four cornerstones of financial security which covers death, income protection, retirement and liquidity (cash flow management).Working together, we assess your total financial security planning needs regarding retirement, insurance, major purchases and education - then we look at product solutions to help address those specific needs.
Insurance is part of the foundation of a complete financial security plan. It helps protect you and your family in the event of death, a disability or critical illness. To help meet your financial security planning needs, we have access to a broad range of insurance products.
These products are designed to meet the diverse needs of individuals, families, professionals, executives, business owners and employees, including the needs of part-time and seasonal workers.We have access to disability insurance products designed to help address your needs and help protect your ability to earn an income - something that could be jeopardized if disability strikes.
These products are designed to meet the diverse needs of individuals, families, professionals, executives, business owners and employees, including the needs of part-time and seasonal workers.We have access to disability insurance products designed to help address your needs and help protect your ability to earn an income - something that could be jeopardized if disability strikes.
If you want an effective benefit solution for your company, we have access to a wide range of plan design options. Healthy people = healthy companies. Benefits can help maintain the physical and mental health of employees resulting in reduced absences and a higher level of engagement, which is better for your bottom line!.
Reviews (1)
Melissa Thiessen
Jun 26, 2017
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Friendly, knowledgeable, professional and efficient! You won't find a better group of people to look after your hard-earned money. We've been working with Plan-it for a number of years now for different types of investments, insurance and health care plans. They go above and beyond to make sure you're well taken care of! You'll watch your money grow and have peace of mind, knowing your advisor is personally invested in your well-being.
