No matter your stage in life, we are here to help give you realistic guidance to manage your finances and help you clarify your investment and insurance needs.
We help you build a clear picture of your current financial situation so we can clearly see where we are today.
Everyone’s situation is different. Once we have a clear picture of where we are today, we need to paint a clear picture of what you want to achieve.
We will help you create a plan to implement so that you can achieve your financial goals. This will give you easy steps to implement on day to day, so you can thrive year to year.
Providing you with help and tips to manage your money in a clear and intentional way.
Podcast
Episode Focus: Critical Illness Insurance—This episode provides critical information with expert insights from Jeff Minaker, Account Executive from Empire Life. A great chat on personal finance, as Jeff explains the strategic importance of this coverage. – 🚀 Elevate your financial knowledge and make informed decisions for you and your family. – 📈 Learn why Critical […]
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In part 2 of this podcast on disability insurance we delve deeper into the different components and reasons for disability insurance. Jamie Kenrick of RBC insurance and Ben continue their discussion and shed some light on this important product.
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On this episode of The Clear Money Mindset we are going to shed some light on the importance of Disability Insurance. Did you know that statistically, 1 in 4 people will experience a disability in their working years? This episode is dedicated to exploring Disability Insurance, Jamie Kenrick of RBC insurance joins Ben and offers […]
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“Nothing is Certain but Death & Taxes”- Benjamin Franklin A Will is a great start to an Estate Plan and sometimes a properly done Will is enough, but sometimes a Will is not the best option when it comes to our final planning needs, and it can fall short – leading to a costly and […]
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