Our Approach:

Initially, we assist you in identifying both your personal and finanacial goals.  Then, together we develop a plan to put your money to work.

Our Services Include:

• Financial & Estate Planning

• Personal Life Insurance

• Corporate Life Insurance

• Employee Benefits

• Disability Insurance

• Guarunteed Investments, Registered & Non-Registered

• Registered Education Savings Plans

• Working with legal and accounting professionals to service your account

1. The first step is to take an inventory of all your assets, liabilities and cash flow.  If necessary, make adjustments to ensure that your expenses don't exceed your income.

2. Set financial goals in which you truly believe.  What are you short term goals?  What are your education goals?  When do you want to retire?  How much money do you need to retire?

3. Identify the potential obstacles to your financial success.

4. Provide written recommendations to overcome the obstacles.

5. Implement the written recommendations in consultation with your accountant, lawyer and financial advisor

6. Review and revise the financial plan annually.

Our Advisors:

• Dan Boyd

• Bill Schuster

• Rainer Berens

• Diane Carriere

• Todd Boyd

  
  

Our Marketing & Administration:

• Gisele Burns

• Kathy Tripodi

• Dolores Rutland