We offer Individuals, Families and Small Businesses Comprehensive Financial Planning. Their clients are looking to have a written financial plan to help them achieve their short term and long term personal and financial goals. You are different than your Mom, your Dad and your neighbours so Reid & Associates designs a unique plan for YOU based around YOUR goals and dreams.
· Risk Management ~ Life and health insurance based on individual requirements.
· Wealth Accumulation ~Building, preserving and growing assets through balanced investing, according to individual needs and personal risk tolerance.
· Debt Management ~ Control and management of non-deductible and deductible debt.
· Estate Planning ~ Define and implement strategies that reduce or eliminate estate distribution expenses and taxes without compromising personal objectives.
· Efficient Tax Strategies ~ Working with clients and accountants to structure assets, debt and other investments to avoid, reduce, and defer taxes.
· Develop Financial Plans ~ Build a Comprehensive Financial Plan that creates a financial roadmap for people to make informed decisions about their current situation and future goals.
For your own personal financial plan contact Kevin 2508606464
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