Financial Life Advisor
CurrentAs an Independent Insurance and Financial Advisor who is part of a larger team at the Pelican Group I can:1) Look at a snapshot of your current situation and recommend a course of action tailored to your needs2) Provide objective advice so you can make informed financial decisions3) Help you maximize your investment returns within your risk comfort zone4) Help minimize your taxes5) Identify the types and amount of insurance you need to prepare you for the unknown and help protect your loved ones6) Determine opportunities to improve your cash flow and debt situation7) Help you better understand market developments8) Help you stay focused on your goals and adjust your plans when needed.9) Bring new and suitable investment and insurance opportunities to your attentionAs every clients situation evolves, I help determine the impact on your financial plan. My service commitment is to regularly bring innovative solutions to the table, offer a plan of action and help you prepare for the future.As an Independent Insurance and Financial Advisor, I do not have a quota to reach with a certain set of insurance products or investment funds. I also am not limited to any one company for their current product offerings. Rather, I can truly source the market for the products and investments that best fit your situation and provide unbiased recommendations.
