HOW CAN I HELP
SERVICES
CHARITABLE GIVING PLANS
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LIFE INSURANCE
Life Insurance policies provide privacy, are usually settled in a timely manner since they are outside the estate, the proceeds are not taxable to the beneficiary, and they may have increasing face amounts due to dividends.
LIFETIME INCOME PLANNING
Fluctuations in the value of stocks and bonds, longer life expectancy and inflation have increased the possibility of outliving our savings. Insurance companies offers Annuities and Guaranteed Lifetime Income
ESTATE PLANNING
Estate Planning means organizing clients’ personal and financial affairs for a smooth transition after death. This may or may not involve the use of life insurance to pay taxes, provide a gift to a special person or charity, or to equalize estate distribution to beneficiaries.
ABOUT LYDIA
ABOUT LYDIA
Professional financial advisor for over 30 years, Lydia is still constantly updating her industry knowledge to serve clients better.
She works with charities and individuals. Her goal is to help clients to achieve financial security for life, tax efficient wealth transfer at death and increase support to community charities.
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