Service 1

services

We are a leading financial services firm that focuses on working with business owners, entrepreneurs, and professionals.

Accumulation

Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals.

Taxation

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability.

Risk Management

Risk management is intended to manage financial and other losses potentially associated with risks to your assets, business, or health.

Estate Planning

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death.

Retirement Planning

Retirement planning involves evaluating your current financial standing and creating an accumulation strategy helping to ensure a desired retirement lifestyle.

Business Planning

Business planning focuses on issues specific to business owners and shareholders. For business owners, the business is their most significant asset.

Creativity thrives on communication and collaboration. Successful collaboration begins with people.

Why Financial Solutions ?

It’s second nature for us to relate and engage at a personal level.  We will listen and get to know you in an in-depth way so that we understand what matters most to you in terms of your interests, goals and aspirations.  We act thoughtfully and respect your preferences so that we engage with you how you want and at the level you desire.  By making it personal, our financial planning process firmly focuses on what matters to you, your family or your business and helps you achieve the life you deserve.

  • A comprehensive and personalized financial plan – our highly skilled team of financial planners will work with you to identify your unique financial needs and recommend strategies based on what’s important to you now and in the future 
  • Keeping it simple – there’s no need to be concerned about grappling with the financial jargon as our experienced financial planners will take the time to explain everything in plain English and provide you with supporting educational resources 
  • A realistic and flexible plan – as part of our ongoing relationship we will work with you every step of the way to regularly review and adapt your financial plan in response to the ever-changing financial environment and to changes in your personal circumstances 

Testimonials

Foxin has impacted the way our business operates, so much so that it now contributes to our strategy going forward as it relates to growth, expansion, and new opportunities for our clients and our employees.
Cristiano Ronaldo
Designer
Emon has impacted the way our business operates, so much so that it now contributes to our strategy going forward as it relates to growth, expansion, and new opportunities for our clients and our employees.
Siobhán McFeeney
Chief Operations Officer
Mion has impacted the way our business operates, so much so that it now contributes to our strategy going forward as it relates to growth, expansion, and new opportunities for our clients and our employees.
David Rae
CEO
Tico has impacted the way our business operates, so much so that it now contributes to our strategy going forward as it relates to growth, expansion, and new opportunities for our clients and our employees.
Angela Hammack
Vice President of Special Projects
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