What WE Do
“You Have a Story to Live”
Shaping Your Story
Every life tells a story! There are several decades from one’s education to the time of transitioning to retirement. The Shaping of One’s Story includes establishing careers, raising families, and building financial security. The needs are many! In the early years the resources can be stretched! Later, there is usually the margin for longer term solutions! Busy years indeed!
- Growing Your Investments
- Saving for Kid’s Education
- Building Your Estate
- Insuring Against Loss of Life
- Insuring Against Loss of Health
- Tax Minimizing
- Business Planning
Shifting Your Story
Every life tells a story! Some people are counting down to retirement—they can hardly wait to get on the golf course or set foot on the airplane. The second group sees retirement as a crisis in the story of life and accept only if necessary! Many today look for hybrid models of transition with part-time work or even starting a business. Make your story line choices because you want to—not out of necessity?!
- Transitioning to Retirement
- Consolidating Assets
- Coordinating Income Sources
- Tax Efficiency Planning
- Simplifying Finances
- Business Succession Planning
Sharing Your Story
Every life tells a story! These are the years to enjoy the fruit of your labours with friends and family. Now you have the time to support those causes you hold dear. You have spent a great part of life’s story putting the financial pieces together. Preparation keeps them from falling to pieces when health leaves or the story line ends. Oftentimes, simple solutions work best.
- Making Income Last
- Tax Planning and Deferral
- Securing Permanent Life Insurance
- Managing Health Challenges
- Avoiding Estate Traps
- Providing for Charitable Interests
- Protecting Your Travel
Client Testimonials
Thank you so very much for the services you have provided to me (as representative for my siblings) regarding my parent’s life insurance policy. I know you inherited this file and received no compensation, but that in no way affected the quality of service you provided. You have always been communicative, patient and knowledgeable, and giving of your time. We cannot thank you enough for this. Your clients are fortunate to have you!
– Jane as well as Joanna, John and Janice
“During our ten-year acquaintance, I have come to know Kerry as a man of integrity. That’s why I sought his help when planning my personal life insurance and retirement needs. I knew that Kerry would respond with my family’s best interests in mind. I wasn’t disappointed”.
– Mike M. Sidney, BC