Pomeroy Financial Solutions Inc.
Languages spoken: English
Area(s) served: Kingston, Belleville, Brockville, Napanee, Eastern Ontario
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Build, Protect and Grow
At Pomeroy Financial Solutions it is our mission to direct all our attention to the financial success of those that we work with, and we do all we can to express that direction every day as we help you Build, Protect, and Grow all that is important to you.
In our Logo, and in our content, you will often see messages, that involve some education, motivation, or inspiration, and almost always one of our K9 friends. We have integrated our four-legged companions into our work because the important part that they play in our lives, and we hope to build that same level of relationship with you.
The relationship between a dog and its handler is built on Trust, Leadership, and Loyalty. A dog must Trust the handler to provide guidance, safety, and consistency, while the handler must establish strong Leadership to direct this relationship with confidence and clarity. Through training and experience, this bond strengthens, fostering deep Loyalty, where the dog and hander build a profound ability to communicate with each other. The result is a unified and unwavering dedication towards a common goal.
Similarly, we will cultivate Trust with you by demonstrating experience and acting in your best interests. Just as a handler provides Leadership to guide their partner toward success, we will lead you through complex financial decisions with knowledge and strategy. Over time, this guidance fosters Loyalty, and you will begin to see great value in our judgment and commitment to your financial well-being,. Whenever you see a Dog and their Handler working in perfect unity, we hope that you are reminded of us.
We can help you Build, Protect, and Grow all that is important to you, and know that we do it all through Trust, Leadership and Loyalty.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Trust. Leadership. Loyalty
At Pomeroy Financial, we will work with you to create a holistic and personalized plan to reach your health and financial goals together. One Plan, for you, together.
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Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
— Matt Pomeroy
— Matt Pomeroy
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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