Plan Beefore it’s too late.

Plan B Financial

Plan B Financial
Plan B Financial

Plan Better. 

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Plan Better. 

Welcome

I’m currently not accepting new clients. I will announce here when some spots open up. Thank you for your understanding. 

If you wish, you may add your name to the waiting list by using the contact feature  below.  

Services

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Making & Meeting Goals

I start by documenting your goals and then compare them to your current financial portfolio. I use proven investment strategies, including insurance, designed to meet your risk tolerance and stand up against market volatility. And as your financial advisor, you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.


I'm happy to be your Plan B. A second opinion is always a prudent plan of action - your retirement is like a precious diamond and should be treated as such. Don't sell it to the lowest bidder. 

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WHAT'S YOUR PLAN B?

Sure, we all have a Plan A, but do we consider our Plan B? For example, we never plan to get sick or injured but when we do, what happens to our goals and dreams for the future if we have to drain our current savings to survive? A solid Plan B with disability and critical illness insurance can make sure your financial present and future are well looked after. 


Our Plan A may be to live to 100, but if something were to occur that shortchanges us and our loved ones, do you have a solid Plan B in place? Plan B would be a sufficient life insurance policy or what I like to call it - Love Insurance - it's is truly the last gift your can leave for your loved ones. 

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About Me

An  independent and boutique insurance and financial business,  I've been helping business and individuals safeguard their assets and plan for the financial future they want using the exclusive process I have developed. You'll be wondering where this solution has been all your life.

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Plan B Financial