The scope of a good financial strategy

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A good financial strategy is multi-faceted. It must anticipate change and reflect your specific financial goals and objectives while considering your level of investment risk tolerance.

A personalized financial strategy can be tweaked to reflect your changing life needs. Whether you’re starting a new family, preparing for retirement, or running a business, we will work with you or your business to build a plan to meet your needs. A customized plan can help you manage risk and bring your goals within possible reach throughout your life. Major purchases such as a home; retirement; and other life events, such as a disability or need for long-term care necessitate flexibility.

Creating your dream financial strategy

First, we will listen to you. We’ll help you create a plan just right for you. You can enjoy peace of mind knowing you have a financial strategy that provides you with the confidence that all your financial resources are working together toward your specific long-term financial goals.

Next, we’ll help you to devise a plan. The program will aim to address investment and retirement planning, minimizing income and estate taxes, assessing your life and disability insurance, will and estate planning needs.

Your plan should be flexible enough to anticipate life’s many fluctuations. Financial circumstances and responsibilities change over time, such as a career or income changes; marriage; the birth and education of your children or grandchildren; major purchases such as a home; retirement; and other life events, such as a disability or need for long-term care.

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This publication contains opinions of the writer and may not reflect opinions of the Advisor and Manulife Securities Incorporated, the information contained herein was obtained from sources believed to be reliable, no representation, or warranty, express or implied, is made by the writer, Manulife Securities or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional Advisors for advice based on your specific circumstances.