Dave T Martin

at 30-255 Dufferin Ave, London , N6A 4K1 Canada

1. Insurance Agent
2. Insurance Broker
3. Investing Service

I offer financial security planning to help clients achieve their financial goals.

Description

Dave T Martin Financial Security Advisor Freedom 55 Financial Investment Representative Quadrus Investment Services Ltd. I believe helping clients achieve their personal financial goals starts with a strong foundation and takes planning. Life has a habit of throwing obstacles at us, such as financial emergencies, health crises and even premature death, any of which could dramatically impact our lifestyle and goals. I want clients’ financial security plans to be able to withstand these risks regardless of when they might occur. The key to success in this strategy is to work with clients to create a financial security plan that addresses their concerns in four specific areas: 1. Financial security at death 2. Living benefits 3. Liquidity 4. Retirement Your financial security plan is tailored to your needs, risk tolerance and the goals you want to achieve. The process I follow to create each financial security plan includes: • Gaining a clear understanding of 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

Company Rating

77 FB users likes Dave T Martin, set it to 18 position in Likes Rating for London, Ontario in Bank/Financial Service category

Summary

Dave T Martin is London based place and this enity listed in Insurance Agent category. Located at 30-255 Dufferin Ave ON N6A 4K1. Contact phone number of Dave T Martin: +1-519-859-8123