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Services

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Services

We are pleased to offer a wide variety of services that are specifically tailored to you and your financial goals.

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Life Insurance Solutions

Life insurance planning involves providing income for you and your family in the form of life, disability, critical illness, and long-term care insurance. It involves carefully reviewing your needs so that a comprehensive plan is in place to fulfill your obligations, provide for an estate for your family, and protect you and your loved ones should the unexpected happen.

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Investment Management

Investment management requires putting together a diversified investment portfolio and retirement planning strategy. It involves understanding your retirement goals and needs so that you have a reliable, tax-efficient income stream that takes into consideration your time horizon and ensures that you are invested in a risk appropriate manner.

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Financial Planning

Financial planning involves taking a holistic look at your financial health. By looking at managing all areas of our financial life that takes into consideration your income, expenses, investments and debt, coupled with your short- and long-term goals, we can help you successfully chart a path towards successfully achieving your goals through wealth management and protection.

As an Independent Financial Advisor, I have access to products from a number of Insurance and Investment companies.  My process involves understanding your goals and needs and developing a strategy with you to help you achieve your goals.  Once we’ve agreed to your strategy, I will help you select the products or tools that best accomplish your personal financial game plan.  An example of an Insurance and Investment company I have access to is:

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