FINANCIAL PLANNING

FINANCIAL PLANNING from JOHNSON LEGACY WEALTH MANAGEMENT of RAYMOND JAMES KELOWNA

By: JOHNSON LEGACY WEALTH MANAGEMENT of RAYMOND JAMES KELOWNA  02-12-2010
Keywords: Financial Planning, Estate Planning, wealth management

A comprehensive financial plan entails planning for the future with a tax-minimization focus while helping to ensure your wealth is properly transitioned to future generations. We deal with the leading providers of insurance, accounting and legal services in and around the Okanagan. We will work with you to develop solutions in all areas of personal and corporate financial planning and risk management.
Our Estate Planning Advisors are experienced, knowledgeable professionals, providing expertise in all aspects of financial planning. As an independent firm, we are not obligated to promote any particular company's products. As part of our commitment to our clients, we constantly survey the market to obtain the best value available. Features of Financial Planning include risk management, cash flow management, tax mitigation, retirement planning, estate planning, private corporation and small business planning, investment management, and philanthropic planning.

Keywords: Estate Planning, Financial Planning, Financial Planning & Investments, Legacy, retirement financial services, wealth management

Contact JOHNSON LEGACY WEALTH MANAGEMENT of RAYMOND JAMES KELOWNA

Email

Print this page