With 40 years in business as a Senior Executive and a Small Business Owner I can identify with many of the business challenges that come up, having faced them myself over the years. Working for the past 7 years as an Advisor with Freedom 55 Financial, I feel confident teaching and guiding our valued clients with sound financial advice and counsel through the seasons of their lives.
As of mid-February, I have aligned my practice with Lazar—Wealth Succession Strategies Inc. to provide my clients depth and access to current valuable strategies, resources and counsel.
Whether it is to help build wealth (accumulation), protect it (preservation) or to transfer it in a tax-efficient manner (succession), I can help. If you are a young professional, let us help you get started on the right track. If you are a mid-career professional, let’s make sure you are on the right track to protect & preserve what you have already created.
If you are a business owner, we can help in many key areas. Protect the business with Key-Man insurance, protect your heirs with funding Buy-Sell agreements between partners & shareholders, and protect your employees with employee benefits. Lastly, ensure the most tax-efficient ways to distribute funds from your business to your heirs.
I offer full financial planning services and I consider my clients to be the most important priority in my business. I work with you as if you were my own family.