Finances. The complex subject. These are the thoughts of the insurance brokerage Simplified Financial. Our continuing mission to simplify complex financial decisions and find creative solutions. To boldly help the businesses, families, and individuals that want that caring touch.

It is time we talk about the next generations. With the baby boomers reaching the latter stages of life, those that stand to inherit will have some big decisions to make. Are they prepared?

As a parent or grandparent, it is important to determine how to prepare the next generations for the future. After all, you know what they are capable of better than anyone.

There are a few ways to do this:

  • Introduce your children and grandchildren to your financial advisor early. They can begin to develop a trusting and lasting relationship.

Simplified Financial – What Do Financial Advisors Do?

  • Start an RESP to give them the advantage of higher education.

The Simple Truth – RESP

What are your biggest concerns?

Take a look at this questionnaire from Sun Life to identify your financial concerns:

Sun Life Questionnaire

Feeling confident that you will be leaving your children and grandchildren in good hands, with protection and options, will give you peace of mind and leave you free to enjoy time with your family.

At Simplified Financial, we are here to support you and help you plan for your family’s financial future. Give us a call!

Have a question? Or want clarification?
Click the button below to schedule an appointment with one of our advisors.