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I like the way Seguin Financial always asks for my input and fully involves me in the decision-...

Nick Cardone

7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3

Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192

info@seguinfinancial.com

Retirement Planning Components

  • Debt Free
     
  • Assess Sources of Retirement Income:
    • Pension plans
    • RRSPs
    • Other income investments
    • Government plans
    • Inheritance
    • Work after retirement
       
  • Assess Retirement Income Needs:
    • Established & Projected Taking Inflation Into Account
    • What % of Today's Income Will You Require
       
  • Finalize Retirement Housing Requirements:
    • Keep
    • Sell
    • Vacation Property
    • Other
  • Assess Major Capital Requirements:
    • Before Retirement
    • After Retirement
       
  • Cheque Writing Money (non-RRSP funds / savings):
    • New car, home renovations, & emergencies
       
  • Allowances For Surprises (health care costs, taxes, utilities, etc.)
     
  • Secured Line of Credit (75% value of home)
     
  • Unsecured Line of Credit
     
  • Disability Assessment (accidents & sickness):
    • Pre-retirement
    • Replace Income & Savings For Retirement
    • Post Retirement
    • Assess Critical Illness & Long Term Care Needs
       
  • Estate Planning Including Up to Date Wills and P.O.A.s

 

The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Seguin Financial Group and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance may not be repeated.


Insurance products, and other related financial services are provided by Seguin Financial Group as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.


For more information, click on the following: Legal InformationPrivacy Policy and Client Complaint Procedures.

info@seguinfinancial.com