Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.
With the end of the year approaching, it’s a good time to look at ways to improve your tax position for 2016. To help you with this, we have prepared a checklist.
As always, please consult us prior to implementing any of these strategies.
Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education.
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Tel: (604) 428-4114
Clear Path Financial Planners
4603 Kingsway, Suite 210
Burnaby, BC V5G 4M4
Fax: (604) 436-3302
Certified Financial Planner®
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About Clear Path Financial Planning
We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision. It always surprises us to learn that so many individuals are removed from their planning and rely on their advisers to recommend the best course of action. This tends to be the result of a lack of understanding of the proposed concept/situation on the part of the client or their financial team not spending time to ensure the client fully understands and appreciates the possible benefits/disadvantages of each proposal.