For every wealthy person there are thousands of financially secure people behind each of whom stands a good financial advisor. As a Certified Financial Planner I have the education, experience and integrity to be your good financial advisor.
The trick to financial security isn’t so much earning money as it is keeping that money for yourself, and putting it to work for you. That requires the sort of knowledge and investment discipline that a Certified Financial Planner will give you. I think of Financial Planning as Resource Management and Income Allocation, giving you control over your financial future.
You want to enjoy today. You want to enable your children to pursue an education. You want to prepare for the sort of retirement you dream about. And you need to construct that future using the income you have now.
Working to achieve your goals requires a balanced and diversified portfolio of investments that will grow your capital safely over time and let you sleep soundly when markets are volatile.
I’ll sweat the details for you, and I promise that as we work together you will learn about how your money can be making more money for you, for your family, for your future – all while you are sleeping soundly.
You can telephone me at 905-984-2100 Ex 27, or drop me an email at firstname.lastname@example.org to arrange a free one hour no-obligation consultation. We can meet at my office or in your home, whichever you prefer.