Ever watched the movie Office Space? It’s a cult classic about the struggles of white-collar office workers as they clock in each day (micromanagement, boredom, red tape, and corporate downsizing), leading to a hilarious caper that quickly turns criminal.

One of the most iconic moments is when the company starts downsizing redundant roles, and employees are forced to sit with consultants to answer this uncomfortable question…

Talk about being put on the spot!

I got thinking: sure, you might know that financial advisors help people manage money, but did you know there’s so much more to my role?

My office can help you in many ways, and I promised I’d share some with you, so here goes:

1. Tax-efficient planning: Tax preparation is way different than tax planning. We can help minimize the amount of taxes paid on investment income and gains – and throughout your retirement!
2. Estate and legacy planning: If you care about what happens to your possessions after you pass away, guidance on estate and legacy planning is a must. We can help you navigate the red tape and help to ensure that your assets are distributed according to your wishes.
3. Retirement planning: You’ll need a retirement plan that considers all your sources of income (like Social Security, pensions, and investments) and your lifestyle to help ensure that you have enough to live on during retirement.
4. Education planning: We can help you plan for the cost of education, whether for yourself or your children.
5. Risk management: At different stages of your life, your tolerance for the risks inherent in investing will change. We can help you identify potential risks and provide solutions for managing them to protect your assets and wealth.

That’s just a quick overview of some of the possibilities!

Every time I work with a client, I tailor the action plan (and my role) to meet you where you are now and plan for where you’re headed.

That said, I want to let you put me in the hot seat a little.

Why not book a 15 minute consultation to discuss what working together would look like?

Call 330 8367800 Ext. 1 (or click here to use my online calendar) today to find out exactly what I can do for you.