Spiegel & Associates has vast expertise understanding and helping families with complex planning needs. We have been doing tax planning/consulting for years. Coupled with WSI we can broaden the scope and work with you to understand your key financial and retirement objectives. Additionally, we can help you achieve other goals to tie in a tax and investment approach tailored to meet your needs. Together as an integrated team, we can establish a thoughtful and detailed plan that can help you live the life you visualize.
Most of our clients’ business and personal goals and challenges are intricately coupled and often rely on their willingness to respond to the unexpected. Together as your team we can work closely with you to establish the proper structure, deal with personal transitions, and assist you establish, grow, or eventually transition your business.
To determine the proper strategy for helping you achieve your goals, we draw on expertise in several areas:
Tax planning and preparation
Personal financial planning
Investment management and consulting based on risk tolerance and financial planning results
Insurance management and consulting
Spiegel & Associates and Wealth Stewards Inc. will work cohesively to develop a tailored plan to help reach your needs and goals.
To learn more about Wealth Stewards Inc. visit their website www.wealthstewards.ca