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 OUR MISSION: Solid commitment to designing personalized financial programs by uncovering "How Much is Enough?"
OUR BELIEF: We believe in a diversified approach and conservative strategies that maximize overall return.
OUR CLIENTS:
- Business Owners (big or small) - providing personal and corporate financial solutions including employee benefits, pension and disability plans, retirement compensation arrangements, individual pension plans and asset protection;
- Self-Employed Individuals - utilizing benefits and plans such as association group plans;
- Executives, Professionals and Other Individuals (pre- or post-retirement) - developing appropriate solutions and alternatives to maximize time and money for your desired outcome (retirement savings, scholarship funds, annuities, mutual funds, term deposits, segregated funds, life insurance, long term care and critical illness policies).
OUR PROCESS:
- Identify - The consultation process begins by finding out who you are - your accomplishments, ambitions, shortcomings, risk tolerance, challenges, dreams and goals. Knowing our client allows us to define the needs of both the client and the advisory team - through open, frank discovery.
- Quantify - We formulate a personalized financial plan by determining where you are and where you want to be. During this part of the process we establish a personal net worth statement itemizing your assets and liabilities, and an assessment of your existing company, association and government benefits. Our organized, conservative approach to project strategy allows us to develop a program that's right for each client.
- Satisfy - We expect to work with you over time to refine your financial plan as your needs and tastes change and your dreams for the future evolve. The result is a process you can live with that will benefit not only you, but your dependents as well.
OUR SERVICES:
Once we establish "How Much is Enough?" our promise is to deliver a critical path for you, your family or your business to execute, including:
- Retirement Planning - Creating your wealth
- Insurance Solutions - Insuring your health
- Estate Arrangements - Garnering wisdom to protect your assets from erosion and disaster through sound legal documentation (i.e. wills, trusts, powers of attorney, and understanding the new rules on representation agreements)
- Business Succession Planning - Developing secure strategies for successful transition to the next generation or your employees (i.e. buy-sell agreements, employee buy-outs, leveraged buy-outs, and tax exempt or tax efficient opportunities)
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