Kristina Parsons at Freedom 55 Financial

Kristina Parsons at Freedom 55 Financial Helping clients achieve their financial security planning goals

It's about your life, not just your money. Putting people first. That's what I do.

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 clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with 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 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

Let me help you with all your financial security planning needs!

01/02/2023
11/24/2022

❓Are mutual or segregated funds right for you? Contact an advisor to learn more about which investment option may be best for your financial plan. http://ow.ly/y2cR50LIAO9

11/24/2022

Learn the risks and signs of prostate cancer, & how Critical Illness Insurance may help you through a difficult time from Canada Protection Plan.

11/24/2022

When it comes to investing, two things are for sure: markets will fluctuate and taking part in those markets involves risk.

11/18/2022
Wishing all my Clients a safe and Healthy New Year!
12/24/2021

Wishing all my Clients a safe and Healthy New Year!

Simple and affordable, let me help.
05/21/2021

Simple and affordable, let me help.

Simple and affordable coverage for big expenses, so you’re protected when it matters most. Visit www.canadalife.com/insurance/life-insurance/term-life-insurance to learn more. View the video transcript: Description: This animated video introduces a character named Amira to help illustrate how term...

Ever wondered about RESP's? Let me explain all the Benefits.
04/20/2021

Ever wondered about RESP's? Let me explain all the Benefits.

Begin saving for your children’s education. Here’s everything you need to know about RESPs, CESG, CLBs and more: http://ow.ly/UoJd50xRxuC

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Walkerton, ON

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