WEALTH MANAGEMENT

PLAN YOUR FUTURE FINANCIAL VISION
People with a written financial plan are twice as likely to say they can “live the life they want” and 79% more likely to feel content with their life achievements. Our Planning team with specialized financial software allows us to generate custom-tailored, easy to understand statements of progress. Your reports show your vision is attainable by providing a clear set of action items.

 

 We will work with you to uncover your goals and provide you with clear direction on how to achieve them, with sound plans and FOAR strategies. Whether it is planning for retirement, education or funding a major purchase we will have solutions and direction to each objective.

 

A financial organization and asset review are your first steps. The team constructs a detailed analysis of your current and projected cash flow (income & expenses), net worth (assets & liabilities) current registered and non-registered assets, pensions etc. (savings & investments). Incorporating government programs such as Home Buyers Plan (HBP), Lifelong Learning Plans (LLP), Canada Pension Plans (CPP) and Old Age Security (OAS). If you are looking for wealth management and/or investing & saving plans contact the experts at Puhl.
DO YOU HAVE QUESTIONS OR CONCERNS?CONTACT US

WEALTH MANAGEMENT QUESTIONS

A few questions and points we will review and discuss with you include: 

  1. How does your future look?
  2. How do you plan to protect yourself and loved ones for the future?
  3. When can you plan to quit or retire from your job or the workforce?
  4. Will you run out of money in the future?
  5. Will your loved ones be taken care of?
  6. You, yourself be financially taken care of?

Our inflation indexing and regular tax updates will keep your reports up to date and accurate.

THE PUHL WEALTH MANAGEMENT PROGRAM

Our objective is to create mechanisms and planned investments to help achieve strategic financial goals, we align your goals and objectives with a systematic wealth management plan to help you achieve or exceed your designated financial needs. 

It is not about getting old, it’s about getting old without experiencing financial difficulties. Applying action to objectives and strategies is tough, but necessary.

Call us to arrange a consultation.