Do you have a long-term personal retirement or freedom plan?

Creating an amazing retirement life that contains peace, freedom, and gratitude..requires long-term vision, effective financial planning, and the courage to take action.

~ Joanne David CFP FCSI
Joanne David CFP financial planning and insurance solutions.Joanne David CFP FCSI Certified Financial Planner Keybase Financial Group Edmonton, Alberta Canada

   Certified Financial Planner

Ask yourself these financial questions..

  • Are you recently retired or would like to retire within the next ten years?
  • Are you leaving a job and would like a second opinion on your company pension?
  • Do you need clarity on your long-term goals, vision and plan?
  • Have you created a road map to best navigate your best retirement success?
  • Do you know if you can afford to retire?
  • Will your pension last through your entire retirement?
  • Do you know the small changes to your portfolio that are beneficial in the long run?
  • Do you need help with a financial plan including life risk management and life illness recovery?
  • Do you or your company need low-cost high benefit employee health coverage?
  • Would you like a no obligation portfolio and financial plan review?

If any of the above questions ring true for you, it’s time to make an appointment.

Make a no obligation appointment
Joanne enjoys helping the wide variety of clients that she comes in contact with and helping them succeed at their long-term mission and goals. She would love to meet you! Please message Joanne using our contact form.