What Freedoms can a Financial Plan offer?

Benefits of a financial plan

A solid financial plan can help you:

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• Provide for your family in the event of your death, disability or a critical illness
• Secure a comfortable retirement
• Control your debt
• Fund a post-secondary education for your children
• Minimize your taxes
• Leave an estate to your heirs
• Meet a variety of business protection needs
• Provide affordable benefits for your company’s employees
• Or as is the case for many Winnipegger's:
• PURCHASE WINNIPEG JETS TICKETS!

Why I'm Writing This Blog

Why am I here?  Spiritually, I think I have almost found the answer but I will save that for later.  In terms of why am I here writing this blog, well, that is a very good question and I’m glad you asked.  I feel like I have some very helpful advice to share with those who need it.  I would hate for someone to have been able to use my service, and not be aware of my area of expertise and how I help so many clients.  So in short, I am writing this in case you need me.

For those who know me through business they may think I am too serious- but I am very serious about aspects of life that are no joke.  For those who know me well personally, they would say I am a jokester who loves to play sports- keep in mind that doesn’t mean I am funny or athletic.