Financial planning, insurance needs and investment consulting services
02/07/2024
We have two slots open for February 14th for a meeting with our investment specialist, Larry.
February 14th from 12pm-1pm
And
4pm-5pm
Chat with Larry about retirement planning and projections, investment selection, estate planning and more.
Larry, our investment specialist will be in the area next week. Send me a message if you’ve been thinking about moving your investments and would like to talk to someone about it.
01/05/2024
Did you know that when an insurance broker runs a quote, they are often quoting 20+ insurance companies?
They are comparing features to a product like price, conversion options, flexibility, etc.
This can save you time and the hassle of "doing your homework"
12/15/2023
3 benefits to whole life insurance:
There are many! But here are a few:
-You build cash value at a guaranteed rate
-Your death benefit is guaranteed
-You may receive dividends
Contact me if you want to hear more about if whole life insurance is right for you
12/12/2023
Celebrating me, myself and I 🤣
It's going to go off!!!!!! 🤣
12/03/2023
Our Services:
-Insurance analysis and sales
(life insurance, disability insurance, critical illness)
-Investment consulting
-Financial planning
And more
Our advisors are based out of Halifax, Moncton and Shelburne
11/17/2023
Spreading a little holiday cheer as a thank you to my clients in Shelburne County today 😍
11/13/2023
One small business owner supporting another 😛
The Emerald Light