Financial Services, Retirement planning, investments, life insurance
I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients? financial security plans to help them withstand these risks regardless of when they might occur.
I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.
The process I follow to create each plan includes:
- Gaining a clear understanding of my clients? goals and dreams
- Analyzing their situation and identifying gaps
- Building a plan to help them achieve their short- and long-term goals
- Reviewing their plan regularly to ensure it continues to meet their changing needs
If you?d like to get started on a path to achieve your financial goals, find out more about my services by contacting me at 613-851-3591 or by email to email@example.com
Financial Security Advisor
Freedom 55 Financial, a division of London Life Insurance Company
300 - 1223 Michael St., Ottawa, ON K1J 7T2
613-748-3455 ext. 176
Please do not send personal information via this site?s email function. To contact me please use the contact numbers provided.For your convenience, you also have the option of contacting me by email.
Please note that no email is 100 per cent secure. I ask that you only provide me with your contact information and your question. Do not include sensitive information such as income or social insurance number