Financial Planning & Management
Wealth Management
With something as important as your finances, you should work with an advisor who is knowledgeable about your options and cares about your unique situation. The first step is setting up an introductory meeting. This will give you a chance to get to know Rick while he gains an understanding of your individual circumstances. At The Richard Jones Financial Group Ltd. we pride ourselves on not only asking the right questions but also on actively listening to your answers. What to expect:
– Confidentiality
– Personalized service
– Questions about your current financial situation and goals for the future
– Confidential insurance analysis
– Creative solutions to minimize taxes
– Customized financial plan with ongoing support and reevaluation
We provide the following services:
- Insurance Solutions
- Tax-exempt Whole Life and Universal
- Life Plans
- Term Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Investment Solutions
- Registered Retirement Savings Plans (RRSP)
Business Owners
As a business owner, it can be frustrating when you want to spend the money you’ve worked so hard to earn, only to be heavily taxed when you access the money that’s trapped in your company
Retirement Income Planning
Planning is crucial when you are creating a comprehensive analysis of how you would like to see your business prosper in a way that you can feel secure in.
Physicians & Dentists
As a physician or dentist, your circumstances are unique. So are Rick’s solutions to your life insurance and financial planning.
Our Mission Is to Build the Foundation of a Secure Future
With something as important as your finances, you should work with an advisor who is knowledgeable about your options and cares about your unique situation. The first step is setting up an introductory meeting. This will give you a chance to get to know Rick while he gains an understanding of your individual circumstances. At The Richard Jones Financial Group Ltd. We pride ourselves on not only asking the right questions but also on actively listening to your answers.
Future