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Andy Husband, B.Comm., C.F.P. Retirement Specialist with over 35 years of experience in financial planning!
Andy offers valuable, objective advice. Financial planning may be easy for some people, but not for others. That's why it's important to work with someone who is knowledgeable about the latest in investments, taxes, and insurance, and how they can work for you. Andy will tell you that the secret to successful planning is setting financial goals and objectives, and then developing, following and updating a plan to make those goals a reality. For example, retirement planning may include a diversified portfolio of insurance and investments as one of the most effective strategies for long-term growth.
Our Commitment:
We are committed to serving the individual customer with investment and portfolios which will meet current needs and provide for future requirements and situations.
Our Credo:
We believe that every individual has an unalienable right to make the best and most effective use of hard-earned income, and to have easy access to up-to-date and informed advice, and to be able to provide for short and long-term requirements.
Our Approach:
- Determine current financial situation
- Establish short and long-term priorities and objectives
- Build a balanced, flexible, and individually tailored financial program
What you can expect from us:
- A realistic financial plan
- Regular reviews and follow-ups
- Personal, professional, up-to-date advice
- A continuing commitment to your financial strength and independence
We add value to your financial planning by:
- Providing insight and guidance on a wide variety of products and services available.
- Drawing on past experiences to guide you through the planning process.
- Evaluating your personal needs.
- Helping you design and periodically review a plan that's right for you.
- Being objective.
The four Cornerstones of Financial Planning
- Complete your will
- Reduce your taxes
- Invest for your future
- Carry proper and adequate life insurance
