Kim Safronetz Financial Services
Area(s) served: Manitoba, Saskatchewan, Alberta
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
We’ll look after all your needs. Whether that is insurance, investments or any financial questions or concerns you have – we’re here to help! Your situation is unique. That’s why we create custom plans that are tailored to your individual needs and goals. We’ll work closely with you to help you reach your personal financial goals.
At Kim Safronetz Financial Services, our goal is to aid our community with knowledge in life and health insurance as well as wealth strategies. We want you to have peace of mind and financial stability.
Our office is located in Dauphin, Manitoba. We’re happy to provide in person appointments for Clients who are nearby. We also offer virtual appointments for Clients located throughout Manitoba. Contact our office to book your appointment.
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Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch today. https://advisor.sunlife.ca/kim.safronetz.financial
Your financial wellbeing matters at every stage of life. Whether you're just starting out or well into your journey, now is the right time to take action.
Ready to connect? Let's work together to help you set achievable long-term wealth goals and build a brighter financial future.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
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