Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement.

 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.

 

Women in Transition

From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize.

 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?

 

Employee Benefits

There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees.

 

Divorce Planning

Relationships, like marriages or common-law spousal arrangements, are initiated with the best of intentions in mind and heart. However, the every-day stresses of life, and the toll that family-life can take on some unions, often leads to a rethinking of those original intentions.