At Floer Milliken Group, we help clients feel confident about the handling of their financial affairs.
- We use a holistic approach to financial planning giving clients confidence in the process and the results.
- We help clients achieve their goals as they change and evolve over time.
- We offer advice that clients can count on, from a team that truly cares.
- We partner in the process, so clients can focus on what’s important to them.
Whether it’s a question of building and protecting your wealth, minimizing taxes, managing risks or optimizing your estate, the power of the planning process can help develop solutions for your unique situation.
Family
- What can I do today or in the future to ensure my estate goals are satisfied?
- Can I protect the inheritance of my children?
- Is my family financially prepared for unforeseen events like an illness, an accident or even death?
- Can I accumulate an educational fund that will meet my family’s needs?
- Can I give to my favourite cause?
Business
- Is my company and personal investments structured properly?
- What are some tax effective methods of taking income from my business?
- What is the best way to sell, transfer or wind down my business while I am alive or upon my death?
- What type of appropriate but cost-effective employee benefits package should I use to attract, retain and motivate my people?
Professional
- What can I do to reduce or defer paying taxes?
- Can I take advantage of the top tax minimization strategies for professionals?
- Can I translate my current income stream into a retirement plan?
- What is the best way to prepare a succession plan that works for me, my successors and my practice?
Pre-Retiree
- What is the best way to prepare for my retirement?
- Can I sustain my current lifestyle in retirement?
- Will I have any changes to expenses in retirement?
Retiree
- Can I maximize my retirement paycheque?
- What steps should I take to protect my portfolio from being eroded by inflation?