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Kelly Haefling
Beverly Dack

Toll Free: 1-800-603-1772
Tel: 519-376-6778
Fax: 519-371-2656

Address

887 3rd Avenue East, Suite 101
Owen Sound, ON
N4K 2K6
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Plan for your Future

Do you have a clear picture of where you want to be when you retire? Whether you see yourself retired in a warm climate, playing golf every day or running a small consulting business, are you sure your present plans will get you there?

Retiring in comfort will require sophisticated analysis, advice and planning. Most of us want to retire in comfort, yet few take the time to examine what it really means and, more importantly what it will cost.

Asking the Right Questions
  • How much will I need when I retire?

  • Do I have a written Financial Plan?

  • Do I have an investment strategy?

  • Is your current asset mix appropriate for today’s economic environment?

  • Is your portfolio structured properly for your risk tolerance and timeframe for acheiving your objectives?

  • Will it allow you to reach your investment goals?

  • Have you considered the changing tax laws, interest rates, currency exchanges and world events that may impact your financial security?

  • As a business owner have you put a succession plan in place?

  • Do you have a current Will and Powers of Attorneys in place?

  • How will you preserve your assets from unnecessary taxes?

  • Have you thought about how you will pay for your child’s education?
If you want to take control of your finances and create the lifestyle you’ve always dreamed of, then it’s essential that you bring all the pieces of your financial picture together to create a comprehensive plan of action.

Utilizing our sophisticated planning software, I will assist clients to chart a course outlining the steps required to achieve financial, retirement and other life planning goals. For many that may also include Estate and Insurance Planning, or other strategies depending on each client's own personal circumstances and objectives.