Lorna Hainsworth-Popper
Job title: Financial Planner, Sun Life, PFP, B.A.
Area(s) served: Hamilton, Burlington and surrounding areas
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.
Holistic financial planning
As a financial planner, I assist in prioritizing what matters to you and helping make your dreams a reality. Financial planning is an effective process. I’ll create a plan designed to assist you to reach your goals and achieve your dreams.
I work with:
- young professionals,
- business owners,
- entrepreneurs,
- high net worth individuals,
- families and
- pre-retirees.
After 20 years in the industry, I am just as passionate about the importance of financial planning as when I started. It’s deeply rewarding to see Clients put a plan in place and watch them achieve their dreams. Book an appointment with me to get started.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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1. Claiming too early: when you claim too early, you could reduce your benefits. Waiting to claim can increase monthly benefit. The right time to claim depends on your health, income needs and overall strategy.
2. Ignoring health care: Healthcare costs are not all covered and those out-of-pocket expenses can really affect your retirement income.
3. Poor tax planning: How and when you draw from your accounts can affect your taxable income and keep away some benefits.
The goal isn’t to simply have enough money- it is to create a strategy that helps your money last and to give you the retirement you deserve.
How to save money in times of uncertainty
Reach out to chat about what moves are right for you.
A qualifying diagnosis can bring more than medical concerns. There may be time away from work, child care costs, treatment costs, travel or everyday expenses that need to be covered.
A lump-sum benefit can provide valuable financial flexibility to focus on healing.
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https://advisor.sunlife.ca/lorna.hainsworth-popper/
A qualifying diagnosis can bring more than medical concerns. There may be time away from work, child care costs, treatment costs, travel or everyday expenses that need to be covered.
A lump-sum benefit can provide valuable financial flexibility to focus on healing.
.
.
.
.
https://advisor.sunlife.ca/lorna.hainsworth-popper/