Middleton Finner Financial Services Inc.
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.
Retirement planning that works for you
We’re passionate about helping people retire when they want to. You can’t choose when you pass away but you can choose your date of retirement. We’re here to help you reach your retirement goals and retire your way.
We believe in educating you so you can thoroughly understand your finances. This will help from making poor financial decisions that will affect your future.
We can help you with:
- retirement planning
- retirement income planning and
- estate planning.
Our office is in Kincardine, Ontario and we’re happy to meet with you there. We also help Clients from across Grey Bruce County, virtually, through Zoom or telephone.
Our approach
When we begin working together, we always start by listening. We want to deeply understand your situation, your needs and your goals. From there, we can analyze your finances and make recommendations that suit your lifestyle. From the moment we start working together to the implementation of your plan, we’re there for you every step of the way.
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Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Reach out and we can see how making some small changes may help reduce your tax bill at tax time.
Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
Office information
