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THE PERSONAL FINANCIAL SERVICE PACKAGE

MONEY BACK GUARANTEED SERVICES

"Here's what you get..."

YEARLY TAX PLAN:

  • We will send you a Personal Tax Planner Guide which will provide you planning strategies for business income, employment income, investment income, retirement income, estate planning, U.S. income, personal deductions, personal tax credits and income splitting for families.

TAX QUESTION HOTLINE:

  • During the course of the calander year, you will have unlimited telephone consulting privileges to discuss any issues related to your personal tax returns.

TAX RETURN PREPARATION:

  • We will provide you with a questionnaire and checklist to assist you in gathering your personal tax information.
  • We will prepare your Canadian personal income tax return and supporting schedules.
  • We will review subsequent Notice of Assessment provided by Revenue Canada and report to you.

PERSONAL FINANCIAL STATEMENT - A FINANCIAL SELF-PORTRAIT:

  • We will provide you with a questionnaire and checklist to assist you in assembling and organizing financial data and summarizing your financial position including assets, liabilities and net worth.
  • We will prepare your personal financial statement.
  • A Certified Financial Planner will spend an hour with you to discuss your financial self-portrait, estate and retirement planning.

HEALTH, LIFE AND DISABILITY INSURANCE REVIEW:

  • Insurance is so subjective. However, we have arranged with a qualified and trusted insurance broker to work with us in determining your estate insurance needs on a confidential, no names basis.
  • We will provide an insurance assessment report to you with absolutely no obligations attached.

TALK TIME - SO MUCH CAN COME FROM THIS:

  • If you desire, come in twice a year and stay an hour. Our refreshment menu offers a nice selection and there is so much we can talk about.
  • We will send you our quarterly issues of Dollars & Sense, which feature a book review, technibits, fraud alert, get results section, and much more.

For more information please contact us.

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