Services
At Financial Wellness with Lindsay, we strive to provide a holistic approach to financial education. We work with the client, for the client to provide well rounded education and solutions to help them achieve their financial dreams and goals.
Insurance
In almost every aspect of your life you need insurance of some kind. Unfortunately, many forget to insure themselves whether it be for life insurance to help with final expenses, disability insurance for when you cannot work due to an injury or critical illness insurance for when you cannot work due to being diagnosed with an illness. Without being able to work, no one can pay their bills and maintain their lifestyles. Insurance helps with this. There are many types of insurance including options that allow for wealth building and cash accumulation.
Investments
We offer the ability to invest in actively managed portfolios through segregated funds which offer a wrap around protection similar to life insurance. These portfolios consist of many different types of stocks and can be used for retirement planning, short, mid and long term savings as well as through educations savings plans.
Debt Referral
We have amazing debt specialists who are there for the client and who can give sound advise on how to lower or overcome their debts. They work on behalf of the client and do everything they can to help them get back on their feet so that they can save for their financial futures and live with less stress!
Financial Planning
Our goals are to take the information from the client in regards to what they already have in place, what they need help on improving and what they may be missing and then provide solutions on how to bridge any gaps. This can be a daunting process but we are here to help every step of the way with proper education and explanations. We work for the client and would only ever provide suggestions on how to improve their financial futures based on the clients needs. This all ties into our belief of a holistic approach and making sure that you have us by your side every step of the way!