Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.
We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financial's planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:
Contact us today to schedule a meeting to discuss your financial security needs.
Your needs as an individual or business owner shift depending on your stage of life. We’ll consider the following when developing your financial security:
A sound financial security plan should protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home and retiring comfortably. To do this, Freedom 55 Financial's planning process is based on four cornerstones of financial security planning:
Financial Security at Death
All financial security plans start here because death is inevitable and an uncontrollable event. As part of the financial security planning process, we’ll discuss:
When we discuss retirement planning, we consider:
Time and planning are two factors that influence whether or not you accomplish your retirement goals. Therefore, you must work towards your retirement goals over time.
Liquidity is your ability to access cash or assets that are easily convertible to cash. Liquidity can be a short term savings option that can regenerate over time and need your constant hard work.
Disability and Critical Illness
Mitigating your risk against uncontrollable events such as disability or critical illness is key to your financial security. When building your financial security plan, we’ll consider:
Arrange to meet with us today* to find out more about these four cornerstones and how they can be part of your financial security plan.
The information on this website is intended for residents of Ontario only.
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Representing Freedom 55 Financial, a division of London Life Insurance Company