Strategies - Are You Missing Out On Financial Planning Opportunities?
Opportunities all Around
You have one objective that you want/need AND you integrate one or more others.
Planning Opportunity -Is it possible to accomplish your objective and also achieve benefits that can help you achieve additional goals and get better value for your money? The answer to that question is that with careful planning in most cases yes.
Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council; Financial and Estate Plans are provided under that license.
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 this article is 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.
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J. Paul Wilson,CFP®, ChFC®
Certified Financial Planner
27 Blue Thistle Road Halifax, Nova Scotia, B3S 1M3