了解加拿大保险和基金投资，实现资产增值与传承 - 永明金融专业顾问 Aida Zou 为您服务
- 信息编号 2202161
- 更新时间: 2019/05/09 10:50:06
At Sun Life Financial, we can help you set clear financial goals, create a plan based on your needs, and make adjustments as your needs or goals change.
As your advisor, I'll help you take into account these and other considerations:
- Managing day-to-day expenses
- Saving for the future
- Protecting your savings
- Staying on track during economic uncertainty
- Securing your home with mortgage protection
- Helping to cover routine and unexpected health expenses
- Enjoying retirement
What should you think about when building your plan?
- Non-controllable events - the financial impact of an illness or accident.
- Controllable priorities - your goals for a comfortable lifestyle, retirement and your children's future
- Tax solutions - ways to defer, reduce or eliminate taxes
Your plan is flexible so you can make adjustments as your needs and goals evolve over time. As your advisor, I will help you create a long-term plan that considers the bigger picture as you make the transition from your working years into retirement.
- What happens if my investments perform poorly, causing me to lose money? How will my investment recover?
- Will inflation and increasing costs erode my savings?
- What will I do when my health changes or if my spouse has an accident? What if my income is affected or I have extra expenses?
- How do I want to be remembered? Do I want to leave an inheritance for my family? Do I want to leave money to a worthy cause?
You'll have a strategy that helps address these questions - and a plan for the retirement you want.
Contact me today and start your plan! It's never too early. It's never too late.
地址: 1508 West Broadway, Suite 701