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Financial Retirement Preparation

TAX OPTIMIZATION | WEALTH PRESERVATION | ESTATE PLANNING

 
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Godfroy Financial

Growing and protecting your wealth

My name is Alynn Godfroy. I help retirees and those about to retire with 300K in assets to protect and grow their wealth through tax optimization, wealth preservation and estate planning. So they can enjoy their desired lifestyle in retirement. Unfortunately, many retirees or people on the verge of retirement are not ready for post-work life. In my experience, there are three areas where people are lacking in their financial planning:

 

  • Tax Optimization - missing the proper tax structures for increased long-term wealth.
  • Wealth Preservation - insufficient investments and insurance vehicles
  • Estate Planning - a lack of a clearly defined succession plan and a will with designated beneficiaries

 

The credentials and knowledge I have achieved throughout my career have prepared me to assist you in addressing these specific issues. As a result, Godfroy Financial is not only the most trusted source for retirement advice in Windsor/Essex but also the most qualified. Therefore, let's focus on making sure your retirement is tax optimized, has sufficient insurance and investments for preserving wealth and has a clearly defined succession plan in the form of a well-thought-out estate plan.

 

Retirement planning can be daunting and complicated, but it doesn't have to be. At Godfroy Financial, we help you grow and protect your wealth.

 

GODFROY FINANCIAL: 519-258-1995

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What sets Godfroy Financial apart from the rest?

The Godfroy Suite of Financial Services

Specialization and expertise in retirement planning

Tax Optimization

Tax specialist who can ensure the maximum tax shelter and growth for your income.

Tax Optimization

Wealth Preservation

The right plan can preserve wealth while maintaining your lifestyle in retirement

Wealth Preservation

Estate Planning

CEA and EPC designations to work specifically with the Executors of will and the elderly population.

Estate Planning