Working with you
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.
We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financial's planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:
- Better understand what financial security means to you by reviewing your current situation and defining goals
- Identify and discuss any roadblocks to achieving your goals and analyse your situation
- Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
- Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs
Wealth Management and Insurance Approach
We take a personalized approach to comprehensive wealth management with a focus on goals based investing.
We focus on protecting you when the markets decline - it’s always easier to make up 10% then 20% or 30%.
We focus on increasing your after tax income and making sure your investments are in the most favorable tax situations.
- Understanding Your Financial Objective —We begin by asking questions to understand more about you and your financial objectives.
- Developing strategies — Next, we analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies.
- Implementing solutions — Using these strategies, we develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.
- Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.
Who I am and what I do
I help hard working families get their investments to work just as hard as they do by building and implementing solid financial security plans.
My process is simple and effective. Together, we’ll explore your current situation and also create a picture of how you want your financial future to look. Then and only then will we start developing a financial security plan that can move you closer to your goals. In the meantime, if you have some immediate needs, we’ll take care of those right away so that you can stop worrying right away.
I work directly with you through the planning and implementation of your financial security plan. Through Freedom 55 Financial, I also bring additional experts and specialists to the planning table when specific needs call for specialized resources.
I’ve spent most of my life in this community, and that’s why I’m committed to helping people put financial security plans in place that will protect them and support the overall financial growth of our town/city. I am also active in helping the advancement of our community by supporting several local events and charities I’m passionate about.