I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
|905-831-3600 ext. 4536|
In my practice as a financial security advisor, I work with clients to build a comprehensive plan from the ground up. I take a holistic approach to building each financial security plan and recognize that every client has different concerns and priorities.
We go through life with goals and dreams – some we achieve, others we don’t. Setting financial goals can help you achieve your dreams. Generally, clients want and need guidance putting a plan in place, and that’s where I can help. With more than 30 years of experience as a financial security advisor, I can help you shape your goals and fulfill your dreams.
Partnering with financial service providers, I can help make a difference in your financial life – from managing risk with insurance products to managing volatility and risk within your investment portfolio.
The new year is a great time to look at your financial security plan. Feel free to give me a call or use the “book an appointment” tool on my web page.
Let me help make your goals and dreams come true.
When specialized expertise is required, I have access to a team of professionals associated with Freedom 55 Financial. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.