SOLE Financial | www.solefinancial.ca | Planning Services

By: Sole Financial  09-12-2011
Keywords: Retirement, Planning Services

Whether your financial goals are to: plan for retirement, minimize taxes, own a home or cottage, provide for a child's education, protect your income and assets or own a business we can help you with our following planning services:

Comprehensive Financial Plans
An essential step to ensuring your financial decisions are best suited to your current and future needs in building towards your future lifestyle expectations, our approach entails:
Step 1:Gain a better understanding of what Financial Security means to you. Identify and understand your financial and personal values, outlook and desired results as they relate to your financial goals, needs and priorities.
Step 2:Gather relevant personal information to understand your current situation. Clarify your present situation by collecting and assessing your financial data.
Step 3: Identify any roadblocks and/or financial problems that can create barriers to achieving your financial goals and objectives.
Step 4: Prepare a written personalized financial plan to provide recommendations to deter these barriers and provide solutions structured to meet your future financial needs
Step 5:Implementation of your financial plan. Assist you in implementing the right strategy to ensure that you reach your goals and objectives
Step 6: Periodic review of your financial plan to review the progress and make any adjustments, if necessary, according to ongoing life changes and goals. This is to ensure your plan is on track towards meeting your financial needs.



Debt Management
/ Lending Programs and Other Services
Start your debt management program to consolidate debt, lower your monthly payments and other credit solutions to your unique financial situation to help you reach your financial goals.



Individual Insurance

To access your current and potential future risks and provide solutions to reduce, eliminate and/or transfer the exposure to ensure that your wealth is protected.

Investment Analysis

To ensure your investments are tailored to meet your goals and objectives, values, temperament and risk tolerance, while providing projections and recommendations towards meeting your financial goals. Investment and Retirement Management

Wealth Accumulation Plans
Wealth Income Plans

Group Benefits and Retirement Programs


Tax and Estate Planning

Understand your current and future tax situation, minimize the taxes you pay, plan your financial affairs in the way that works best for you, ensure the government does not end up collecting more taxes than is necessary and ensure your legacy is disbursed the way you intended.

Keywords: Planning Services, Retirement

Contact Sole Financial

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