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Who are we:

A client driven financial services enterprise, founded upon the principles of:

  • Creative Thinking and Planning

  • Customized Product Solutions....designed to meet personalized objectives and needs, and

  • Precise and Targeted Action Plans.....formulated to get you where you want to go.....with the ongoing guidance and support of the truly Independent Professional Advisor.

Recent Articles

Why Time Matters

Submitted by admin on
Why Time Matters | September 2024 E-Newsletter
GICs
investment
investment planning

It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial advisor regarding investment returns that can be generated on some spare cash that is not needed in the immediate future.

But I'm Invincible

Submitted by admin on
But I'm Invincible | E-Newsletter | September 2024
insurance planning

Most people have a false sense of security by believing that they will not be victims of a critical illness like cancer, heart attack or stroke; and if they are, that the healthcare system will look after them. Nothing could be further from the truth.

Passing it on to Your Heirs

Submitted by admin on
estate planning

Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it all to their children when they die, but they also want to do something for them today. Being part of the Savings Generation, they are reluctant to give large sums to their kids today, as they are part of the Spending Generation. Ralph and Mary also want to treat their children as fairly as possible.

When someone dies, their estate falls into three basic categories:

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