Description
My philosophy is: “You get what you want out of life, by helping others get what they want.” I’m very passionate about teaching clients to truly understand their finances, so they can make informed decisions about their financial well-being, and their future.
I work with individuals and families to help them improve wealth, decrease debts, minimize taxes, accumulate savings for retirement and protect assets. I’m also hired by entrepreneurs and small businesses for tax savings strategies, group investments, group insurance and business/partner insurance.
I want people to be excited and passionate about their financial future. I begin with an in-depth exploration of your individual goals and objectives, your current financial picture, your investment risk/reward comfort level and your timeframe for reaching your objectives. From there, I’ll map out a realistic plan.
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So according to this quiz, my risk of becoming disabled before the age of 65 is 41%! Check your stats here: http://ow.ly/UuYGz
The Hintonburg Public House
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"If I had it my way, I would write the world "insure" upon the door of every cottage and upon the blotting book of every public man, because I am convinced, for sacrifices so small, families and estates can be protected against catastrophes which would otherwise smash them up forever." - Sir Winston Churchill
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#Life will take directions you can't see right now, so a flexible plan that is frequently updated is necessary to reach #retirement success
MrKuwait
20 Dog Trivia Questions: How Much Do You Know? - Petful
I scored 13/20. Fun quiz!
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