|
- Retirement Planning/ElderCare
- Distribution planning - order of asset withdrawal for income needs
- Pre-retirement analysis of financial resources
- In-retirement management of financial resources
- Portfolio review and design
- Asset and investment management
- Cash-flow expense planning
- College funding strategies
- Comprehensive financial analysis and plan design
|
|
| |
My wife and I interviewed several financial planning and investment organizations before selecting Cana Capital. We knew we had to go back to basics in looking at our financial situation and, if need be, start over on a number of investments. Jim Schippers had the patience and knowledge we needed. He offered several sound ideas which we have used and our investments have a safe but promising future.
Joe and Annette Perreault
| |
|
|
