at 1600-1959 Upper Water Street , Halifax , B3J 3N2 Canada
Helping people make smart decisions with their money.
I believe that trust needs to happen before the planning begins. I take the time to develop a relationship whereby I work with clients to help them achieve their goals. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each financial security plan includes: • Gaining a clear understanding of my clients’ goals and dreams • Analyzing their situation and identifying gaps • Building a financial security plan to help them achieve their short- and long-term goals • Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs
66 FB users likes Avai Kochanoff Financial Security Advisor/Investment Representative, set it to 33 position in Likes Rating for Halifax, Nova Scotia in Bank/Financial Service category
Avai Kochanoff Financial Security Advisor/Investment Representative is Halifax based place and this enity listed in Financial Services category. Located at 1600-1959 Upper Water Street NS B3J 3N2. Contact phone number of Avai Kochanoff Financial Security Advisor/Investment Representative: 902-422-1631 ext. 277
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