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We help you uncover the ideal financial protections tailored to your needs.
Let's TalkFinancial Planning
A financial plan provides clients with a clear picture of where they stand financially and where they need to get to in order to achieve their financial goals. It provides answers to common questions like, “When can I retire?” or “How much do I need to save for retirement?”.
A financial plan allows clients to stop making assumptions about their finances and instead, to uncover the real facts so that ultimately, they can enjoy peace of mind.
Questions that a financial plan can answer include:
- Am I saving enough?
- Am I on track to retire when I want to?
- Do I have things in place to minimize taxes in retirement?
- Are my accounts invested appropriately based on my risk tolerance and time lines?
- If I die, will my family be okay financially?
- Do I need a TFSA or RRSP?
- How much do I need to save for my child’s education and how does the RESP work?
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At CSR Wealth, your financial planning process will include:
Overview of assets, liabilities, and financial position
Estimate future income, expenses, and sustainability.
Optimize investments based on goals and risk tolerance.
Evaluate policies to protect family and financial security.
Minimize taxes, distribute wealth, and manage probate costs.
Strategies to reduce tax burdens and maximize savings.
Develop plans to reduce, consolidate, and manage debts effectively, including cash flow management.