I work with clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. The process I follow to create your plan includes:
• Gaining a clear understanding of your goals and dreams
• Analyzing your situation and identifying gaps
• Building a plan to help you achieve short- and long-term goals
• Reviewing your plan regularly to ensure it continues to meet your changing needs
I am able to offer a broad range of financial products from a number of companies, including: savings and investments, retirement income and life insurance. When specialized expertise in a specific area is required, through Freedom 55 Financial, I have access to a team of experts, including:
• Directors, business development
• Retirement and investment services managers
• Life product managers
• Tax and estate planning consultants
• Private wealth counselors
• Group product specialists
• Employee benefit specialists
• Living benefits specialists
If you’ve been too busy to put a proper financial security plan in place, here’s your opportunity. In a relaxed setting, at a time convenient to you, we can work together to create a plan that can help you achieve your goals and dreams. Please contact me today to arrange to get together. There’s no obligation. Specialties: Listening to clients to help them translate the kind of retirement they envision into a retirement plan that helps them get there. Insurance Products, including segregated fund policies, are offered through Cole Wealth Management Inc., and Investment Representative Lawrence Cole offers mutual funds and compensated referrals through Quadrus Investment Services Ltd. How my social media page is used: https://www.freedom55financial.com/ff/social-media #
