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  1. CA
  2. NS
  3. Halifax
Starboard Wealth Planners

Starboard Wealth Planners

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2371 Agricola St, Halifax, NS B3K 4B7, Canada Get Directions
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SUMMARY   Services Excellence Summary

Unpredictability is a fact of life. We don't want to have to worry about the possibility of losing our lives, being disabled, or having a serious illness. They can impact our financial lives and those of our loved ones. We can prepare ourselves for the future and help those who are close to us. The following products and services are offered by us: Insurance for Critical Illness The Critical Illness Insurance provides lump-sum benefits at the onset or progression of certain conditions, such as heart attack, stroke and cancer. We have perfected the process over time. Every client is different and has unique financial needs. Each plan is customized based on the following: 1. Determining your current financial situation. 2. Developing financial goals. 3. You can identify other options. 4. Evaluation of alternatives 5. Implementing and creating a financial plan plan, and. 6. Revising and reevaluating the plan. Retirement planning is the number one reason people contact us. The most common questions we receive are: "Will I have enough money to retire?" and "How much do I need for retirement?" The analysis also includes an in-depth look at your current spending habits. How does retirement look for you? What financial resources are available (e.g. RRSPs, Pensions and TFSAs), Consider the impact of inflation and tax grinding. What can you do to make an income with what you've built? Our conversations lead to recommendations.

 

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Starboard Wealth Planners Reviews: 1. Average Rating: 5.0
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