Margaret Bennett Freedom 55 Financial

Description

PLEASE CALL 416-366-2971 EXT: 7819 TO SPEAK WITH MARGARET FOR MORE DETAILS I believe helping my clients to achieve their financial security goals takes careful planning. Throughout our lifetime, financial emergencies, health crises and even premature death are possible; any of which could dramatically impact our lifestyle and goals. I want clients’ financial security plans to help you withstand these risks regardless of when they might occur. I work with clients to create a financial security plan that addresses your concerns in four key areas: liquidity, retirement, living benefits and financial security at death. Your financial security plan will be tailored to your needs, risk tolerance and the goals you want to achieve and will evolve over our time working together as your life and needs change. The process I follow to create each financial security plan includes: • Gaining a clear understanding of your goals and dreams • Analyzing your situation and identifying gaps • Building a financial security plan to help you achieve your short- and long-term goals • Reviewing your financial security plan regularly to help ensure it continues to meet your changing needs I look forward to working with you to help make your financial goals reality.