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Our Process

A strong planning process is one of the best ways to create a more financially protected future. It is crucial to create a program or process that will seek to protect your current and future needs in a tax efficient manner. It is our goal to assist you in building a solid financial structure that will stand the test of time, grow, and protect your wealth.

We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must be committed to helping ensure financial security throughout all the stages of life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build wealth and assets that will protect against longevity, inflation, and market volatility in a tax efficient strategy. (To access a PDF diagram of our process, click Here.)

With these goals in mind, we will work together to establish your total financial security needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement goals. This process will include regular reviews and periodic adjustments as needed. We believe that relationships are formed through trust and integrity and we strive to maintain that in all our dealings.

This goal-based financial planning approach is designed to help you:

  • Define customized short and long-term goals that help ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might hinder your financial goals
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about our financial planning process and learn how a sound financial plan can help you achieve your goals. Simply put, we want to become your trusted advisor!

What is Financial Planning?

Financial planning is about more than preparing for retirement. It's about working to achieve short- and long-term goals, and helping protect the most important things in your life.

As a trusted financial advising firm, we will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.

The first step to achieving financial reassurance is creating a strong financial strategy. We will work together to prepare a plan that helps you:

  • Prepare for a secure, comfortable retirement or minimize your current taxes
  • Pro-actively manage and control debt, from major purchases to preparing for a child's post-secondary education
  • Provide for your loved ones or heirs in the event of death, disability or critical illness
  • Protect your business and your employees through affordable benefits