FINANCIAL PLANNING
CAN YOU ANSWER “YES” TO ALL OF THESE QUESTIONS?
Do I understand my investments?
Am I confident in the direction my investments are going?
Does my financial professional understand my risk tolerance?
Am I saving enough / Do I have enough money saved up to retire?
If something unforeseen happens, do I have any financial protection for myself?
Do I have enough insurance to protect my loved ones?
Am I doing everything possible to reduce my tax liability and debt?
Am I sure that I won’t run out of money?
A VISION OF EMPOWERMENT
Imagine how it will feel when you are able to wake up each day, and:
– you understand your financial plan and know how to follow it
– you can do what you want without worrying about money anymore
– understanding your risk
– you have peace of mind and a bright future
Four Pillar Financial Inc. will treat you like family. We will thoroughly analyze your financial situation, and create a customized financial plan that takes into consideration the following elements:
– your risk aversion and investment personality
– pension, legal, tax, and inheritance issues
– your net worth, cash flows, income and expenses
Here are some of the financial products we can help you with:
Registered Education Savings Plans (RESPs)
Registered Disability Savings Plans (RDSPs)
Syndicated Mortgages
Annuities
Tax-Free Savings Accounts (TFSAs)
Four Pillar Financial Inc. will expertly design a customized financial plan, not a generic plan that was designed by a computer algorithm that does not know who you are.
Your financial plan will contain:
– A path to your ideal retirement lifestyle
– Opportunities to reduce tax liability
– An RRSP exit strategy
– Projected cashflow while in retirement
– CPP and OAS you will be entitled to collect
– A sequence for drawing income from various investments
– Peace of mind about your financial future
