Your plan, your schedule
My team and I value our clients’ time. We know that people have demanding schedules that make it inconvenient to attend appointments during office hours. We embrace that valuable, traditional customer service by coming to you, when it’s convenient for you. Still working during the day? We’ll be happy to arrange an evening meeting.
A tax approach you’ll love
Many representatives in the industry don’t focus on the tax aspect of financial planning. Our goal is to get clients their money in the most tax efficient manner possible. We want the tax system to work for your retirement, not against it. Using a tax-based approach reduces the amount of risk normally associated with investment-focused approaches.
A plan based on your goals, not ours
When you close your eyes and imagine your retirement, what do you see? Are you sinking a birdie putt on a breathtaking golf course? Are you sipping coffee on a balcony at a resort paradise? Are you laughing with your grandchildren at the cottage? Your retirement goals are important to us. Our mission is to create a detailed plan to help you achieve those goals.
We sweat the small stuff so you don't have to
One of the keys to a strong retirement plan is how detailed it is. You are used to a main work income, but your retirement will consist of several different sources of retirement income, assets and cash flow avenues. It's imperative that we work extra hard to ensure that each of those items is assessed, given a tax strategy and carefully worked into the details of your plan. We are adamant about sweating the details so that you can be comfortable with the big picture.