Comprehensive Financial Planning

Image of comprehensive financial planningPeople typically receive advice from many different financial advisors as the need arises. This advice is often specific to one area of a financial plan and may not consider the impact on other areas of an individual’s financial life. Our comprehensive financial planning service consists of a complete and objective analysis of your overall financial situation and includes Retirement Income Projections, Tax & Estate Planning, Investment Planning, Wealth Protection Strategies, Planning for Family Members with Special Needs, Education Planning and Charitable Giving Strategies. Our comprehensive financial planning service coordinates all of the different aspects of your financial plan so you can be confident that all of the pieces are working together.

Rate: $7,500 and up + HST
Contact us for a no-obligation quote.