SEARCH OUR SITE:


LATEST NEWS:

No News Found!


JOIN OUR MAILING LIST:



Lifecycle Needs - Consolidation Phase

Life Planning

Lifecycle

Premature Death Planning

  • Financing children's education
  • Assessing current investments
    with a view towards retirement
  • Children leave home
  • Possible purchase of smaller
    house
  • Debt reduction
  • Income splitting between
    spouses
  • Shift in emphasis from job to
    quality of life

Consolidation Phase
(Age 50-65)


  • Mortgage insurance
  • Spouse income needs
  • Debt liquidation fund
  • Immediate money fund
    (Estate settlement)
  • Special Bequest fund
  • Will planning




Click here for Map & Directions Email Us
Home   •   Site Map   •   Testimonials

Insurance products and financial planning services are offered through Stewart, Fisher & Associates Inc.
Mutual funds are offered through Quadrus Investment Services Ltd.