If you search the internet, there are many versions of the Financial Planning Pyramid. At the end of the day they all say something similar: You shouldn't spend your time equally on all the various aspects of the pyramid. Like a pyramid, you need a strong base or the entire…
An Annuity provides a guaranteed income for either Life or for a specified period of time. Payments are either monthly or annually. The annuity product is designed to be an income product (think pension). It is not designed to be used for estate planning (i.e. wealth transfer). Pro Income Security.…
Kevin Fraser offers a platform, and has the experience to help you pursue your financial goals. My tailored approach to financial planning will meet you where you are and address your specific goals, no matter your life story. Individuals An individual's needs are a bit different than a families needs.…