Services | Vanessa Benedict

By: Vanessa Benedict  09-12-2011
Keywords: Estate Planning, tax planning

Financial Planning

Few things in life are as important as planning for the future. Yet, not many of us actually take the time to plan for life’s major events. Financial planning is a process that is used to ensure that preparing for these events is given paramount importance. Read more -->

Business Succession Planning

If you’re self employed or the owner of a business, planning for business succession can be like writing a Will or creating your own pension – you know it needs to be done, but you don’t really want to do it or know how it's done. Read more -->

Will and Estate Planning

For many, estate planning sounds lofty and complicated, but it really isn’t. Everyone should give careful consideration to the financial, legal and tax issues that will affect the transfer of your assets to your beneficiaries.Read more -->

Tax Planning

Does most of your tax planning take place during the last few months of the year? If so, you are not alone. However, to effectively reduce your current and future tax liabilities, tax planning should be a year round endeavor. Read more -->


Retirement Planning

If you’re self employed or the owner of a business, planning for business succession can be like writing a Will or creating your own pension – you know it needs to be done, but you don’t really want to do it or know how it's done.  Read more -->


Insurance Planning

Planning for the future involves more than investing. Even the largest portfolio can be eroded by unforeseen expenses and tax consequences following an untimely death. The best way to save your family from unnecessary difficulty is to incorporate insurance into your financial plan.


Portfolio and Fees

My price structure is that, as the amount of assets in your accounts grow the percentage fee you are charged decreases. I like to make sure that clients are aware of what they are paying for, and nothing is concealed.

Keywords: Estate Planning, tax planning