We assist in providing financial solutions to individuals and company's.
Most of my client’s lead busy lives and don’t always have the time to do research and develop and stick to a financial plan. As a result, they often ask us to assist them to preserve, accumulate and transition their wealth. We provide value in seven distinct ways.
Expert/specialized knowledge: Delivering financial planning services and advice. Investors can choose from a wide range of financial services.
Holistic/big picture thinking: Holistic/big picture thinking is more than product knowledge. It involves risk management, tax and succession planning, living benefits (such as long-term care insurance and disability) and estate planning. We offer all of these services. If we cannot provide a specific service, we have access to a network of professional colleagues that can assist in these areas.
Partnership: We like to take the time to understand our clients’ complete financial picture as well as their life and investment goals. This allows us to work in partnership with our clients to build and implement their financial plan.
Goal-setting: We assist clients to articulate their personal priorities and to set life goals. Then apply our professional expertise to develop investment strategies that can help the clients’ achieve their objectives.
Perspective: We are trained to look beyond the latest headline and to remove the emotion from the investing process.
Service: We are focused on doing what is in our clients’ best interests. We constantly monitor and managing our client’s Financial portfolio's to ensure that they achieve their goals.
Our relationship with money is a “less-than-glamourous” one. Money is the thing that stresses us out the most. How do you shift from scarcity to abundance? I show amazing, talented, success minded people, struggling with their “money” relationships, on how to build Wealth and how Tax erodes this. I specialize in Estate Planning, Life Insurance, Investments (local/offshore) and Umbrella Funds.
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