Kuldip K Thind - Insurance Broker

Description

Greatway helps individuals to develop a retirement plan based on their vision of what their retirement years would be and find a balance that accommodates their current financial state and lifestyle.
Our specialists see clients through various stages of their savings plan: • Goal Setting: we help clients identify their retirement goals and their lifestyle adjustments in order to determine the pace in which they save money • Financial Strategizing: we develop a savings plan and support our clients in managing their finances allowing them the freedom to live life and spend time with family • Provide options and insight on investment: our clients allows us to select and provide investment options suitable to their financial goals and risk preferences Contact Kuldip K Thind for further information!