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FINANCIAL PLANNING


FINANCIAL PLANNING


WHAT IS A FINANCIAL PLAN?

A financial plan provides clients with a clear picture of where they stand
financially and where they need to get to in order to achieve their financial
goals. It provides answers to common questions like, “When can I retire?” or
“How much do I need to save for retirement?”.

A financial plan allows clients to stop making assumptions about their finances
and instead, to uncover the real facts so that ultimately, they can enjoy peace
of mind.

Questions that a financial plan can answer include:

 * Am I saving enough?
 * Am I on track to retire when I want to?
 * Do I have things in place to minimize taxes in retirement?
 * Are my accounts invested appropriately based on my risk tolerance and time
   lines?
 * If I die, will my family be okay financially?
 * Do I need a TFSA or RRSP?
 * How much do I need to save for my child’s education and how does the RESP
   work?

At CSR Wealth, your financial planning process will include:

 * Net worth summary
 * Retirement income and cash flow projections
 * Asset allocation and portfolio management suggestions
 * Life insurance options
 * Estate planning considerations, including how to minimize tax and save
   on probate fees
 * Tax planning
 * Debt management

At the end of the financial planning and wealth management process, you will
feel confident that you will be set up strategically to help you reach your
personal goals. You'll feel a sense of relief knowing that you are headed in the
right direction.

Book a meeting with Frank

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GET IN TOUCH

 

17 Jerome Crescent
Brampton, ON L6S 2G9

P | 905-792-8112
M | 647-226-8921
F | 905-793-8599
E | frank@csrwealth.ca

         

Book a meeting with Frank

Financial tips delivered to you

 

Financial Advisors do not provide specific tax/legal advice and this information
should not be considered as such. You should always consult your tax/legal
advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role in financial planning, we may
recommend the purchase of specific investment or insurance products or accounts.
These product recommendations are not part of the financial plan and you are
under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges
(which may increase over time), and may contain restrictions, such as surrender
periods.

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