An exciting new firm – offering the same expertise, as well as exceptional service!
The Value Of A Comprehensive Financial Plan
Get on track, stay on track – and enjoy the ride!
Financial Planning is not an event, nor is it a pie graph, chart or print out. It is a continuous process comprised of clearly identifiable steps that will put you on track to meet your personal objectives. Continuous regular review will allow you make the necessary adjustments as your objectives change or as “life happens”, and ensure that your plan remains current and relevant. To learn more about establishing your own Financial Plan, get in touch!
When your objective is clearly defined, the ideal solution quickly comes to the forefront. Wishing you great success as you strive to meet all of your goals in 2015, and beyond!
Life can be complicated. Maximizing and protecting your wealth doesn’t have to be.
Integrated advice will ensure your wealth is viewed from every angle. From tax advantages and protection against market volatility to identifying opportunities to increase your portfolio, a sound financial security plan gives your wealth the attention it deserves.
Lean on our objective advice. Because you should feel confident about the decisions you make about your wealth, your legacy, and your future generations.
With so many financial advisors and planners available and offering to assist you, working within an overwhelming variety of business models and offering a dizzying selection of products and services – how can you possibly settle on the best fit for you? Here a few items to keep in mind…
I recently spoke with Darah Hansen as she prepared to pen this article on some considerations regarding Real Estate Investment for the Globe and Mail…Always happy to share my insights!
Are you one of many who, despite your best calculations and efforts, just can’t seem to take control of your finances and manage to get ahead? In the premiere segment of “Keeping Tabs”, Certified Financial Planner Will Britton shares his thoughts on what the most common problem is – and how you can start to avoid and/or change some of those bad money habits, so you can seize today and enjoy tomorrow!
The introductory segment of “Keeping Tabs” went live on Station 14 today! Please check it out, and share your feedback…
Also, we received word today that Will has been chosen to write a financial column for “Spotlight On Seniors“, beginning with the June Issue!
We couldn’t be happier with the recognition and various opportunities to be Kingston’s “Local Expert“!