Bob Smith, CFP, CLU, CH.F.C., RFP
Bob Smith, CFP, CLU, CH.F.C., RFP
Bob Smith has over 15 years experience in the Financial Services Industry. His ability to help clients learn about money and to assist them in creating pathways to help them achieve their goals has helped him to become a proven leader in the industry.
Mr. Smith has also proven to be a true leader by helping individuals all across the United States to become business owners. His vision has helped to open offices all across the country.
Bob Smith’s designations:
Add your certification below where applicable:
- Licensed to sell mutual funds since 1989
- Licensed to sell life insurance since 1992 C
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (CH.F.C.)
- Registered Financial Planner (RFP)
Services
Personalized Planning
Analyze your current financial position, your personal assets, employee benefits, life insurance, retirement plans, and government programs.
Identify personal objectives and priorities
Identify problems that may prevent attainment of your objectives
Explore various methods to minimize or eliminate problems and shortfalls
Effectively minimize taxation and maximize income and estate growth
Establish time schedules for accomplishment
Discuss potential changes regarding wills/trusts
Coordinate financial planning efforts with other financial advisors
Business Continuation and Estate PreservationBusiness evaluation/business continuation plans
Estate analysis/estate preservation
Wealth accumulation plans
Charitable giving concepts
Executive compensation plans
Personalized Financial Plans
Personal PlansIndividual life insurance
Disability income protection
Critical illness plans
Mortgage insurance
Retirement accumulation plans (RRSP’s)
Retirement income plans (Annuities, RRIF’s)
Tax Free Savings Accounts (TFSA’s)
Education savings plans (RESP’s)
Annuities (prescribed)
Insured annuities
Business PlansPension plans (RPP: Money purchase and defined benefit)
Individual pension plans (IPP)
Buy-sell agreements
Key man insurance
Executive compensation plans
Salary compensation plans
Business overhead expense
Group employee benefit plans
Collateral term insurance
Corporate asset transfers
Investment Plans
- GIC’s
- Investment Funds (Canadian equity, international equity, Canadian bonds, international bonds, managed asset allocation, money market, Asian fund, mortgage fund)
- Leveraged investing
- RRSP’s & TFSA’s
Please Contact Me For More Information