Belleville Financial Planning Services

Personal Financial Strategy
A life goals analysis of your current situation taking into consideration all of your personal goals and objectives. This analysis will identify if you are going to achieve all of your goals and objectives or if you will be short and if so by how much. A second modelled scenario is developed illustrating the impact of our advice and recommendations.

Investment Management Strategy
Provides an investment strategy that includes a target asset allocation, target rate of return and implementation steps.

Needs on Death Strategy
An analysis of your situation in the event of death recognizing existing personal and group insurance in place.

Needs on Disability Strategy
An analysis of your situation in the event of a long-term disability. This analysis takes into consideration your personal or group disability insurance coverage and provides recommendations on how to deal with any shortfalls.

Estate Planning Strategy
A review of your estate and recommendation so minimize tax and maximize the estate for heirs.