Your Proven Path To Success

Our approach to managing your wealth is much more complete than what you are used to. We take care of your entire big picture, and oversee the most important areas of your financial life through our proven and successful process:

  • Initial Assessment: Our preliminary meetings will enable us to organize your financial life (always an important first step) utilizing our “Step One Booklet” that we send you. From there, we will highlight and prioritize the areas that need to be addressed to both enhance, and simplify your life.
  • Retirement: This is the cornerstone of the valuable planning we do as your Family CFO. We will discuss your retirement goals and show you SIMPLIFIED projections of whether you are on track to meet those goals. If you aren’t quite on track, we will show you exactly what you need to do, and continually monitor the plan to ensure a worry-free retirement. Our Retirement Plans are 25-30 pages in length (for my detailed planning), however, 99% of our clients find the simplified one page summary we provide exactly what they need. Click here for more details
  • Insurance: You will receive a full analysis of your insurance policies to make sure you have the proper protection for you, and your family. As well, we will ensure you are accessing the absolute lowest premiums available for your protection. Click here for more details
  • Investments: We have access to the very best investment solutions available. Your investment portfolio will be individually tailored to maximize your wealth and provide a predictable retirement income stream. Ultimately, you will enjoy full peace of mind both during retirement, and as you work towards it. Click here for more details
  • Tax & Estate: You will be shown customized strategies to continually reduce the taxes you pay, so you keep more of your hard earned money. As well, we will implement a plan to maximize the value of your estate and ensure a smooth transfer of wealth to future generations. Click here for more details
  • Ongoing Reviews: You will enjoy highly personalized service, which includes scheduled reviews with you to ensure all of these areas are continually optimized. As well, we are always available for your phone calls or e-mails should you have any questions. We are confident that the ongoing communication you will receive is far and above the best.

 

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Financial Footprint Wealth Management.
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