Bonnie Morgan-Hamm - CFP®, FMA, CHS® - Sun Life Financial Advisor

Description

During my 32-year career as an advisor, I take great pride in my ability to help clients realize their financial goals and dreams.
My philosophy is simple: I take the time to understand your unique situation to develop a realistic plan that will help fulfill your insurance and investment needs. Let's talk about how I can help you reach your goals, prepare for the future and provide you with a legacy that will benefit your family. Preparing for an appointment The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse: • Salary or income, investments and insurance amounts • Pension and registered savings information • Assets and debts • Financial information for any business you own