It’s more than investments. It’s about understanding the ‘why’ behind your decision to plan for your financial future. Our philosophy is simple. We want to provide the best People First service to each of our clients, offer clear and candid advice, and develop long-term, personal relationships so we can effectively advise you on the financial matters you face throughout your life.
Each of our clients has a different story. When you partner with us, we’ll create a customized plan to work toward your financial hopes, goals and dreams – from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we’ll help build your future.
It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight. But whether you have a comprehensive health insurance policy or have purchased a catastrophic policy, there are ways to save on healthcare costs.
Here are just a few:
Your 20s are often seen as a true coming of age when financial responsibility opens up the possibility of turning your dreams into reality. You’re settling into life after university, paying off debts, and starting to really define who you are as a person. But with bills, rent, keeping up social appearances, and other pressures, financial planning is often pushed to the side.
There was a time when old retirement planning models like “the 70 percent rule” were more common. This rule stated that a retiree only needed 70% of their pre-retirement income to live comfortably in retirement. These “rules” may have worked for some retirees several decades ago but can be dangerously flawed in today’s new normal retirement.
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