Commercial Insurance and Employee Benefits are not the only places you often find savings and value with a focus on risk management.
Many people have a multitude of advisors – accountants, lawyers, stockbrokers, bankers, mutual fund sales people, 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. Working with a CFP (a Certified Financial Planner licensed by the Financial Planners Standards Council) and using an integrated approach to comprehensive planning can potentially reduce risk. I have expertise in several of the areas and will refer /work with you and specialists in the other areas as illustrated in the infographic below. The integrated approach includes how Wealth Accumulation, Wealth Distribution, Risk Management, Your Company, the Government and Tax all relate to you and your objectives. Taking the time to listen to understand.
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