Grow Your Money – Keep it Safe – Reach Your Dreams

Financial Planning

A wise man once said that money won’t fix a money problem. Instead, you need a sound financial plan that includes a strategy for growing your income and managing that growth effectively.

Your financial plan should be concise and easy to follow. It should be scalable, enabling you to continue on your path as your wealth grows. Setting up your financial plan requires some strategic thought, knowledge of the industry you work in and should be centred around your personal goals.

We can take these factors (among many others) and bring them together in a plan that’s actionable, easy to implement and that will give you the growth and the financial certainty you’re looking for.

Insurance Solutions

Whether it’s for your assets, wealth or if you’re seeking health insurance in Windsor, insurance gives you the peace of mind that your valuables are safe and secure.

While no one can promise nothing will happen to them, we can promise that you’ll be compensated for any losses.

Insurance is also about safeguarding those you care about most in life. Insurance gives them power to continue to survive in your absence, or the tools to keep you cared for should you become ill. A comprehensive insurance plan is a life raft for your loved ones.

At Godfroy Financial, we offer key insurance plans, including:

• Life Insurance: ensures your family is taken care of even if the unthinkable should happen
• Critical Illness or Disability Insurance: essential financial support if you are injured or become ill and unable to earn an income
• Long Term Care Insurance: gives your loved ones the financial assistance necessary to care for you should you become unable to care for yourself.

Mortgages

Ready for that new home? Looking for an investment or vacation property? Breaking into the Canadian homeowner’s market for the first time? We’re here to assist.

As part of our financial services, we also offer in-house mortgage services. Our in-house rates are exceptionally competitive, with some of our long-term best rates drastically beating the posted rates. We also offer flexibility, enabling you to choose the plan that works best for you.

Buyout Assistance

A buyout is always exciting, it feels like the beginning of a new journey. However, at the start of this adventure, it’s important to navigate the financial aspects with concise decisions and clear planning.

Have you considered how much CPP (Canada Pension Plan) and OAS (Old Age Security) you are entitled to? How about taxes – are you aware of how certain investments might affect your tax status?

We’re here to help you sift through complicated industry terminology to find a solid plan that works for you.

Retirement Planning

As professional and local retirement investment advisors near you, we can make planning for your retirement exciting and seamless. It shouldn’t feel daunting and overwhelming, nor should it require that you invest more than you feel comfortable with.

As a retirement financial planner near you, we want you to feel excited and empowered financially.

Our retirement planning advisors near you are passionate about finding innovative solutions to help you achieve the retirement that you deserve.

It’s never too early or too late to start preparing. We’ll help you choose a retirement savings plan that works for you, using our financial projection software to give you insight into the result of your current savings strategy.

Ready to build your future wealth? Consult a retirement management advisor near you today.

Tax Planning

While we can’t shirk our tax obligations, we can certainly help reduce your tax payments.

Business taxes can be reduced when we utilize our knowledge of insurance and investments and plan finances carefully. Through our expertise, we can help you reduce your business tax.

Retiring? Working? We can also reduce personal income taxes.

We utilize tools at our disposal, like tax-free savings accounts, investments and retirement plans to reduce income taxes. Contact our retirement tax advisor near you for an appointment to find out more.