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Planning

beach1At Price Financial we offer

Estate and Retirement Planning and Business Succession Planning through the use of:

Life Insurance on an Individual or a Group basis
Disability Insurance
Critical Illness and Long Term Care Insurance
Annuities - both Deferred and Immediate
Segregated Investment Funds
Individual Retirement Savings Plans
Group Insurance Benefits including: Medical, Dental and Short and Long Term Disability
Group Pension and Registered Retirement Savings Plans

We provide for a total financial planning process including:

  1. Clarification of present financial situation including identifying financial problems
  2. Identification of financial and personal goals and objectives
  3. Identify financial problems; provision of written recommendations and alternative solutions
  4. Co-ordination of the implementing of recommendations
  5. Periodic review and necessary revision to update financial goals and objectives

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