OUR SERVICES
Our fully integrated services allow you to discuss all manner of finances with us. We take care of everything from simple household budgets to complex taxation documents, involving you as much or as little as you wish. Our partnership with you creates security and understanding, so you can have plans in place before you need them.
Our services include:
- Reviewing and prioritizing your goals and objectives.
Developing a summary of your current financial situation, including a net worth statement, cash flow summary, budget, and income tax analysis.
Developing a financial management strategy, including financial projections and analysis.
Assessing your exposure to financial risk and developing a risk management plan.
Completing a retirement planning assessment, including financial projections of assets required at estimated retirement date.
Assessing your net worth and liquidity and the development of an estate plan to ensure estate planning objectives are met.
- Identifying tax planning strategies to optimize your financial position.
Presenting a written Financial Plan that will be reviewed in detail with you. It will contain recommendations designed to meet your stated goals and objectives, supported by relevant financial summaries.
Referral to other professionals, as required, to assist with the implementation of the action plan.
Monitoring financial performance in relation to your Financial Plan.
On-going review and assessment of assumptions incorporated into your Financial Plan given changes in economic, political and regulatory environment.