The scope of a good financial strategy

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A good financial strategy is multi-faceted. It must anticipate change and reflect your specific financial goals and objectives while considering your level of investment risk tolerance.

A personalized financial strategy can be tweaked to reflect your changing life needs. Whether you’re starting a new family, preparing for retirement, or running a business, we will work with you or your business to build a plan to meet your needs. A customized plan can help you manage risk and bring your goals within possible reach throughout your life. Major purchases such as a home; retirement; and other life events, such as a disability or need for long-term care necessitate flexibility.

Creating your dream financial strategy

First, we will listen to you. We’ll help you create a plan just right for you. You can enjoy peace of mind knowing you have a financial strategy that provides you with the confidence that all your financial resources are working together toward your specific long-term financial goals.

Next, we’ll help you to devise a plan. The program will aim to address investment and retirement planning, minimizing income and estate taxes, assessing your life and disability insurance, will and estate planning needs.

Your plan should be flexible enough to anticipate life’s many fluctuations. Financial circumstances and responsibilities change over time, such as a career or income changes; marriage; the birth and education of your children or grandchildren; major purchases such as a home; retirement; and other life events, such as a disability or need for long-term care.

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The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This content was prepared by Adviceon® for the benefit of the advisor Mark Compton who is a Investment Funds Advisor at Investia Financial Services Inc. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.