There’s a lot to think about when you’re building a financial plan. Sometimes, you need help putting all the pieces together. That’s what I do. Today is a great day to start thinking about your financial plan.
No matter where you are in life, I can help you find the products and services that are right for you. Whether you’re buying a home, saving for a special purchase, investing for a comfortable retirement or insuring what’s most important to you, I can help you plan for it. My planning process helps me:
I’ll help you see the big picture, through four key building blocks.
What will happen when you die? I’ll go through some important considerations with you – like the expenses involved, charitable giving and what you want for your family.
What will your retirement look like? I’ll work with you to help build a retirement plan that can give you the income you’ll need after you stop working.
What would happen if you suffered a significant health event or died? Having life, critical illness or disability insurance can help you, or those you choose, to manage your expenses.
Would you have enough cash saved if your earnings stopped? Most Canadians haven’t saved the three to six months’ income experts recommend we set aside for emergencies.
The right solutions for you.
We’ll review and monitor your plan regularly, so it works for you today and down the road – wherever that road takes you. I’ll help you choose the financial security products that are right for you.
Let’s get started today.
Peter Lee, MBA, CLU, CHS