Kulla Financial

Kulla Financial Helping you with all your financial goals. 6.8x FURTHER AHEAD

An article on Forbes recently cited new studies suggesting too much data is stressing us out.

Planning your retirement, your children's education, helping transfer your estate so more of your money go where you want, and Protecting your plan for your family with life insurance and living benefits. Families I work with tell me the hardest thing is deciding which information they should truly listen to when it comes to their insurance, investments, and financial plan. My team and I do the so

rting for you, help you manage the emotions surrounded by misinformation, and help you make the right decision to keep you on track toward your financial goals. The study by lpsos Reid ‘Canadian Financial Monitor’, found that certain household are 6.8X further ahead when they work with an advisor. I help you choose your goals and help you stay on track through regular check ups and keeping you accountable with your built plan. Schedule a phone call to help me learn more about your unique situation and challenges your facing. From there you can decide if it makes sense to set up a deeper conversation.

Address

717 Main Street E
Milton, ON
L9T3Z3

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

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