Will you have enough? Will it Last? What happens When?
Prov-i-dent
Making provision for the future.
PRIORITIES
PRIORITIES
PRIORITIES
What matters most to you regarding your past, current, and future financial lifestyle?
Simplify your financial affairs.
Minimize Impact of Taxes.
Maintain desired Lifestyle.
Meaningful purpose to your Estate
FEARS
PRIORITIES
PRIORITIES
What happens if...?
What financial fears do you have and
have you taken action to mitigate these fears?
INVESTMENT PRINCIPLES
INVESTMENT PRINCIPLES
INVESTMENT PRINCIPLES
Have you considered what your investment principles are?
Do you know what you own and why you own it?
Do you have an asset dedication model tailored to your needs?
OBJECTIVES
INVESTMENT PRINCIPLES
INVESTMENT PRINCIPLES
What are your objectives?
How long do you plan to take to reach them?
What action are you currently taking to achieve them?
Our Team
Doug Deschner, BSC., CFP
Remarkably, from a young age Doug has shown a love of fiscal prudence. When he was a teenager it was just weird…now it is an attribute.
Doug funded his University of Baltimore Business Administration degree via a lacrosse scholarship. He started his business career at Procter and Gamble, then...
Chad Ackerman, B.ED., CFP
Growing up in the Northern reaches of British Columbia forced Chad early on in his life to learn how to adapt to the changing environment around him. Obtaining his Education degree from the University of British Columbia has provided a foundation...