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RRSP Withdraw Method in Richmond

Plantax is a team of outstanding, professional financial advisors located within the Airport Executive Park in East Richmond.

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RRSP Withdraw Method in Richmond

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  1. Plantax Pacific Financial Inc

  2. Plantax is a team of outstanding, professional financial advisors located within the Airport Executive Park in East Richmond. We all have different mindsets, but all of us agree that we should care for our families, friends and finance. We want everyone to enjoy protection for their families, education for their children, and happy retirements. Service: Tax Planning Estate Planning Investment Planning Financial Management Retirement Planning Rick Management

  3. Tax Planning Tax planning focuses on the client’s current and future tax obligations and strategies employed to minimize or defer taxation. Tax planning strategies are designed to help strengthen the client’s financial position and better enable them to meet financial goals.

  4. Estate Planning Estate planning focuses on the payment of expenses and obligations at death and transfer of assets to successors under the Will and outside the Will. The CFP professional assesses the client’s estate wishes, projects the client’s net worth at death, determines any constraints or opportunities to achieve the client’s goals, and develops strategies and recommendations to help meet them.

  5. Investment Planning Investment planning focuses on how to best manage the client’s assets based on investment experience, attitudes, objectives, time horizon and risk tolerance. It also involves consideration of the client’s current investment holdings, including not only stocks, bonds and the like, but also real estate and other holdings.

  6. Financial Management Financial management focuses on the client’s current and future financial position. The client’s financial position is characterized by their cash flow, budget and net worth, and will include their inclination to save, spend and borrow.

  7. Retirement Planning Retirement planning focuses on the client’s financial well-being after employment has stopped. It involves a comparison of the client’s expected lifestyle in retirement to their current retirement assets, planned savings and expected rates of return on investment.

  8. Risk Management Insurance and Risk management focuses on strategies designed to manage the client’s exposure to an unexpected financial loss due to death, health issues, property damage and other risks. Because these situations may affect the client’s ability to achieve their overall goals, a high degree of integration exists with other key financial planning areas.

  9. Plantax Pacific Financial Inc Unit 148, 10451 Shellbridge Way Richmond, BC V6X 2W8 Canada Phone: 604 273 0388 Fax: 604 273 0389 admin@plantax.ca Mon - Fri: Office hours 9:00 AM - 5:00 PM, evenings by appointment Weekends: By appointment only

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