Lawrence T. Cole

I believe helping clients achieve their goals takes careful planning. 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 plan includes: Gaining a clear understanding of my clients’ goals and dreams Analyzing their situation and identifying gaps Building a plan to help them achieve their short- and long-term goals Reviewing their plan regularly to ensure it continues to meet their changing needs Financial products are part of a well-thought-out financial security plan. I’ll help you make sure the financial security products you purchase address your specific needs. Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, I can offer a broad range of financial products from other financial institutions. When specialized expertise in a specific area is required, through Freedom 55 Financial, I have access to a team of experts: • Directors, business development • Retirement and investment services managers • Life product managers • Mortgage specialists • Tax and estate planning consultants • Private wealth counsellors • Group product specialists • Employee benefit specialists If you’ve been too busy to establish and maintain a financial security plan, here’s an opportunity to begin. In a relaxed setting, at a time convenient to you, we can work together to create a financial security plan to help you achieve your goals and dreams. Please contact me today to arrange to get together. There is no obligation.

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