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Polson Bourbonniere Financial
Planning Group Inc.*
DWM Securities Inc.
100 - 7050 Woodbine Ave.
Markham, Ontario L3R 4G8
Tel: 416.498.6181 or 905.413.7700
Toll Free: 1.800.263.0120
Fax: 905.305.0885 info@pbfinancial.com
www.worryfreeretirement.com
Ruth Ashton, CFP®
Certified Financial Planner
Investment Advisor
Phone: (905) 413-7710 rashton@pbfinancial.com
Paul Bourbonniere, CFP®, CLU, CH.F.C.
Certified Financial Planner
Investment Advisor
Phone: (416) 498-6181 pbourbonniere@pbfinancial.com
Lydia Bzowej, BA, CFP®, EPC
Certified Financial Planner
Investment Advisor
Phone: (905) 413-7703 lbzowej@pbfinancial.com
Allan Kalin, CFP®
Certified Financial Planner
Investment Advisor
Phone: (905) 413-7706 akalin@pbfinancial.com
Derek Polson ,CFP®
Certified Financial Planner
Investment Advisor
Phone: (905) 413-7709 dpolson@pbfinancial.com
Kirk Polson, CFP®, CLU, CH.F.C.
Certified Financial Planner
Investment Advisor
Phone: (416) 498-6181 kpolson@pbfinancial.com
Office Hours
Monday to Friday,
8:30 a.m. - 5:00 p.m. |
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| Developing Your Personal Worry-Free Retirement Vision |
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As part of The Worry-Free Retirement Experience™, you develop your Worry-Free Retirement Vision and identify obstacles. Consider the following questions:
1. Please describe your goals for the future. For example, if you had already reached our retirement, and you were looking back to today, what would have had to happen for you to have peace of mind and to be realizing your dreams?
2. What are the three most important worries you face at the present time (financial, personal, business, other…)? For example, you might be retired now and concerned about running out of money in the future.
3. What are the three most important opportunities you face at the present time (financial, personal, business, other…)? For example, you have enough money to retire and enjoy life more.
4. What strengths do you have now which will help you achieve your goals? For example, you have a comfortable lifestyle and have shown an ability to save money. |
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