The site is organized as follows:
Our Profile
Our background and qualifications
A visual overview
What you want and how our process can help you along with a step by step outline of the planning process
Many small business owners do not have a business succession plan in place leaving them unprepared for retirement, disability and death. Business succession is really an extension of your personal estate planning, but with a focus on the future operations of your business. Planning for retirement, planning for your heirs (in and out of the business), your employees upon your death, and planning for the person who takes over the reins of your business are closely tied together.
Managing My Life: Planning My Retirement
It will help you develop a much greater awareness of what to expect in retirement, and encourage you to consider a range of lifestyle activities and second careers which are directly related to your strengths, skills and interests. It will help you plan your retirement effectively also make the right retirement decision, if you are offered an early retirement option by your company.
What prompted you to develop the Enhanced Lifestyle Planner? - an interview with George Beshara, the Author/Developer of The Enhanced Lifestyle Planner and Co-Founder of North American Lifestyle Planning Corporation.
Investing as a process - including the most important component of investment success
The principal objective of estate planning is to ensure that your property is managed most efficiently during your lifetime and that your wishes are carried out most effectively after you die.
Choosing Your Financial Planner
Some factors to consider when choosing your financial planner.
Links to financial planning related web sites including information specific to Nova Scotia.
A number of very informative financial calculators for your use.
Available for viewing and subscription information.
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Investing as a process (including "the most important component of investment success") |
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Financial Planning Career Opportunity
Explore a career with Freedom 55 Financial
Although we promote the importance of comprehensive financial planning, we also realize that you may have some priorities that you want to deal with first.
In this section you will find an overview of several financial planning objectives / concepts / strategies and a client profile for each.
Contact information and Feedback
Contact options, feedback and a "You Set the Priorities" checklist
