Individual Financial Plans

We offer a range of planning services and resources to help you reach your goals; these include:

Risk Management: Liabilities and Dependents

Financial Management: Net Worth, Cash Flow, Budget, Debts and Savings

Tax Planning: Deductions, Credits, Income, Investing and Estate Tax Liabilities

Retirement Planning: Goals, Lifestyle, Saving, Taxation and Government Benefits

Estate Planning: Liabilities, Dependants, Bequests, Taxation and Liquidity

Comprehensive Financial Planning: includes all above-noted planning services

Asset Management: Asset Allocation, Risk Tolerance, Time Horizon, Investment Objective, Investment Policy Statement and Investment taxation

Please use the following link to access additional information and tools for the planning items listed.

Start a conversation
 

Planning for the future.

01

Meet With Your Financial Advisor

We meet to discuss your financial planning needs and determine how we can best work together. There is no cost for this.

02

Review Your Customized Plan

For each planning service, we explain what actions need to be taken, whose responsibility it is, and the time-frame it should be completed in.

03

Take Action

Start acting on your new financial plan. Your Tipper Financial Planner is here to support you.