Situation Financial Planning, Halifax, Nova Scotia, Canada

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Situational Financial Planning
J. Paul Wilson, CFP®, ChFC®
 Halifax, Nova Scotia , Canada        
 (902) 405-8665  
Vision: Planning with WHY
Mission: To Empower clients with Strategies that include finding the Money

“You will get all you want in life if you help enough other people get what they want.” - Zig Ziglar
Many people have a multitude of advisors – accountants, lawyers, stockbrokers, bankers, mutual fund sales people, mortgage brokers, and insurance agents. The challenge is that with so many advisors offering well meaning, but often-conflicting advice some of their clients are frozen like deer in the headlights. Worse still is that in many instances RISK is unintentionally increased.

Financial Planners understand how the "pieces of the puzzle" fit together

Working with an experienced CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) can potentially reduce risk.
Strategies usually require money - Financial Planners are specially trained to "find money".


CFP's understand that: Small business ownersSelf employed individualsIndividuals with commission incomeIndividuals with side gigsInvestment property ownersNew Canadians face additional opportunities and challenges.

Paul, an experienced CFP. will refer /work with your CPA  and other professionals. Taking the time to listen to understand.
“If it is to be, it is up to me.”
— William H. Johnsen
"You have to do it by yourself and you cannot do it alone."
- Martin Rutte

Transparency

We receive or could receive, a commission or fee for financial products and for introductions to other professional services. If that is the case, you will be informed. We take the potential of a conflict of interest seriously.

All recommendations, including those involving the sale of a financial product, are made with only your best interests in mind. We will notify you if there is a conflict of interest of which we become aware regarding our recommendations to you.

Any recommendations involving the sale of investments and/or insurance will be provided through the arrangements outlined in the Disclosure to Clients.

If a product is recommended to address your needs: permanent life insurance,annuities, Executor Liability Insurance,GIFs,guaranteed issue life insurance,universal life insurance,GICs,employee benefits,guaranteed investment funds,business sale referral,term life insurance,whole life insurance,business insurance,long term care insurance,simplified issue life insurance,disability insurance,critical illness insurance,travel insurance,RRSPs,pension plans,retirement income plans,custom designed risk management,income annuities,executive benefit plans,health insurance,mortgage referrals,joint annuities, We am not obligated to do business with any single company or group.


*  Aside from the obvious,  Why does Paul usually recommend his oldest son, Blake, for your mortgage and financing needs?

"Self-employed borrowers often face restrictions and additional challenges, that, not only cause frustration, can also jeopardize or restrict plans. A mortgage and financing broker changes the dynamic. "
Examples

Taking the time to understand your objectives pays dividends.

NOTE:



Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council.

The information contained in this website is intended to provide general guidelines only. The application and impact of the law can vary widely from case to case based on the specific or unique facts involved. Accordingly, the information in articles are not intended to serve as legal, accounting or tax advice. Users are encouraged to consult with their professional advisers for advice concerning specific matters before making a decision.

** Email Disclosure: For your convenience, you have the option of contacting by email. Please note that no email is 100% secure. Only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.


J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
27 Blue Thistle Road Halifax, Nova Scotia, B3S 1M3
Office (902) 405-8665 Email  paul@jpw.ca
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