Finance & Insurance
I create results driven financial plans for Business Owners, IT professionals, Engineers, and Pre-Retirees
Planning With Confidence | Protect What Matters Most
My relationship with clients starts with the development of a comprehensive financial plan to achieve their long-term financial goals. As part of this plan, we cover the investment, insurance, tax, and estate planning aspects of each client’s situation.
•Operating within each client’s risk profile, an investment portfolio is structured which will achieve long-term growth without undue risk.
•Tax planning and minimization is a key component of the financial plan for most clients.
•As part of the overall plan, strategies such as income splitting, prudent use of leverage, investing inside corporation and trusts are evaluated.
Each client’s account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, each plan is reviewed annually and appropriate adjustments are made.