Life is busy! This means that we often look after the needs of those around us (kids, family, friends, our clients, and staff), before those of our own. How and when do you find the time to look after your own planning and goals?
We focus on helping you define your goals, then develop recommendations designed to achieve them. My role is to take the burden of time consuming analysis off your shoulders, presenting clear, concise, and actionable recommendations that help you to achieve your financial and life goals. I bring to the table a team of professionals dedicated to helping you reach these goals. We regularly evaluate your progress and adjust the planning as necessary to keep pace with changes in your life. My team and I also assist with making sound decisions on many intermediate issues such as: how best to buy a car, buying a property, investment management, retirement income planning, choosing pension options, and estate planning. These can be complex issues with long term impacts where the benefit of professional advise and experience is crucial to making an informed decision. This is what makes the difference for those who work with me.
I look after you, so you can look after those that matter in your life!
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
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