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Securing your financial future shouldn’t be a risky business! No two people or businesses are exactly alike. However, when it comes to preparing for our financial future we all face similar challenges. Taxation, inflation, disability and retirement savings are just a few of the common concerns to all of us. Joan Weir specializes in helping business owners and individuals secure their financial future. Joan delivers strategies and opportunities to help her client’s grow, protect and transfer their wealth. Your Best Interest is my Business Jade Financial Services is a solutions-driven company. We work for and with our clients and their legal and accounting advisors, customizing strategies that are uniquely suited to them to ensure maximum client satisfaction. Our goal is to provide clients with access to a wide range of risk management and wealth management solutions to implement these strategies. We offer consultation with experts in many fields to ensure only the best for our clients. Are you a business owner? Business people are never naive; you understand that you are taking on some significant financial risks in owning a business. But you may be taking more risks than you planned. What would happen to your business if you or a co-owner suddenly died, became disabled or decided to sell? Have you secured your business loans? Are your corporate and personal assets protected from creditors? How would your, or a key employee’s death or inability to work impact your business, your suppliers and your creditors? What effect would this have on your company’s profits and how would this impact your family? I would appreciate the opportunity to meet with you to review the services that I provide for my clients. I have been working successfully with business owners to:
I am committed to helping you succeed in the competitive business marketplace.
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