Coverage when you need it most
Talk to us today about your Financial Planning
Plan for your Life, Health and Wealth
Planning to meet with Financial Advisor is one of the most important decisions you will ever make. Unfortunately for many, it tends to be left very low on the priority list because, as some of my best clients have said, “life” simply gets in the way. Sadly, major things in “life” happen with fast-paced lifestyles creating many challenges. In fact, we’re often so busy that we’re left with very little time to plan for tomorrow. As an Independent Financial Advisor, I can provide professional advice and can help you find solutions to your financial needs in many areas including insurance and wealth accumulation.
“I help people build large estates through wealth accumulation. Then I show them creative ways to protect it”
Six Steps in the Financial Planning Process
- Determining your current financial situation
- Developing financial goals
- Identifying alternative courses of action
- Evaluating alternatives
- Creating and implementing a financial action plan
- Review regularly and revise if necessary
“It is better to miss the mark by aiming too high than to miss the mark by aiming too low.” – Anonymous
I figured Medavie Blue Cross personal Health insurance was something you purchase when you retire. Leonard convinced me to purchase a Medavie Blue Cross Assured Access policy in case I lost group coverage. Recently I did lose my group coverage and have elevated blood pressure. Because of the Assured Access Policy, these medications are covered.
I recently attended one of Leonard’s retirement planning seminars. This was by far the best one.
I thank the good Lord for the day Leonard convinced my husband to purchase life insurance. Little did I realize just a few years later, he would pass away suddenly at age 38 and that policy saved our family from financial hardship for many years.
Retirement seemed so far away 30 years ago when Leonard prepared a retirement plan for us. Now that it’s here, I am thankful for the additional income I receive from my investments.