1. Welcome to TD Wealth Financial Planning
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
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With over 18 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I hold a bachelors degree in Business Management with specialization in Finance.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
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CFP®
Your priorities are important to us. We can work together towards your goals, and can help with:
Work with us to assess and recommend strategies that can help to reduce your tax burden, and:
We can offer strategies to help you become retirement-ready by discussing questions like:
Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
Next, we put that plan into action. This phase involves an official onboarding as well as any account transfers required to begin implementing your plan.
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Once we get to know you, we will work with you to develop a personalized financial plan to help you achieve your goals.
To ensure your financial plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
When you need more, we’ll connect you to the right TD specialists who can help meet your diverse needs.
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
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