The best way to help the poor is to make sure you're not one of them........... and then to re-arrange your estate plan to give back massively to less fortunate people using other people's money.
Our first meeting will only take about 20 minutes. At this meeting we will complete a Personal Viewpoint Questionnaire. The purpose of this questionnaire is to give you an overview of your financial development, income protection, life insurance coverage and estate organization … from YOUR point of view.
A questionnaire accomplishes 2 things. Firstly it will help you to understand the services I offer and the type of work I do. The second is that we will both know where to go from there.
Financial Planning and Life Insurance are unique to each individual. There is no cookie cutter formula. That is why I take this approach, so that I can truly understand you as an individual and therefore provide you with better and more comprehensive support in the area of finance.
I look forward to working with you.
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Make an appointment Anne would be happy to discuss your financial plans with you.<br> Click here to set up an appointment, or please call (519)940-2650 |