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705.742.1776 |
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Our
R.E.S.T. (Retirement, Estate, Savings,
Taxation) Easy Planning™ process involves three
separate programs which may be combined or applied individually,
depending on your unique situation.
- The
Financial Achievement System: Define targets, identify
problems and lay out the groundwork so you will accomplish
your important goals. Common objectives of this process
include: Retirement planning, education planning, home or
secondary property purchases and debt reduction.
We use this checklist
[click here] to make it easier for you to gather the
information we need to properly assess your situation.
- The
Tax Diet: Tired of paying too much income tax? Through
comprehensive review and analysis we provide written recommendations
to reduce the amount of income tax you and your family are
paying.
- The
Wealth Preserver System: We ensure your estate passes
to your beneficiaries efficiently in the shortest time,
with minimal cost and taxation.
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Although
the objectives may be different, all three are based on the
same six step financial planning process:
1. Comprehensive personal interview.
2. Identification of your priorities, goals, objectives and
data.
3. Analysis and research.
4. Preparation of a written financial plan.
5. Delivery, review and implementation of your plan.
6. Periodic review of your planning. |
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©
2007 Shaw Financial Services |
Site
maintained by:
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