Shewfelt Financial - Freedom 55

Shewfelt Financial - Freedom 55 logo
Address:
287 Lambton St PO Box 89
Kincardine, ON
Canada
N2Z 2Y1
Phone:
519-396-3874
Fax:
519-396-3874
Email:
william.shewfelt@f55f.com
Website:
http://www.shewfeltfinancial.com
Social:
Products/Services:

“Your Financial Life Caddie”

cad·die

/ˈkadē/  - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best strategy in playing it.

 

We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.

Personal Planning

¨  Life Insurance

¨  Mortgage Insurance

¨  Disability Insurance

¨  Critical Illness Insurance

¨  Retirement Planning

¨  Estate Tax Planning

¨  Education Planning

¨  Executor Advising

Investment Services

¨  Mortgages

¨  Mutual Funds, GIC’s

¨  Segregated Funds

¨  Tax Free Savings Accounts

¨  RRSP’s, RESP’s

¨  RRIF’s, LIF’s, Annuities

 

¨  Professional Referrals 

Business Planning                 

¨ Continuity Planning

¨ Insured, Creditor Protected Investments

¨ Key Person Protection

¨ Income Replacement

Employee Benefits

¨ Life Insurance and AD&D

¨ Dependent Life Insurance

¨ Disability – Short and Long Term

¨ Health and Dental Plans

¨ Registered Pension Plans

¨ Group RRSP

Photos

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Contact(s)