Susan Creasy Financial

Building a Secure Financial Future Together

At Susan Creasy Financial Inc., we understand that navigating the financial landscape can be overwhelming. With various options and plans available, it can be challenging to find the right solutions for your unique needs. We are dedicated to providing personalized guidance and comprehensive services to empower you to make informed financial decisions.

Our Expertise

Our team of experienced financial planners and investment professionals will work with you to:

• Review your current financial situation and identify areas for improvement.
• Develop a tailored financial plan that aligns with your specific goals and aspirations.
• Guide you through the complexities of investing and navigating the financial market.
• Protect your financial security through comprehensive insurance coverage.
• Review and optimize your estate plan to ensure your assets are protected.

Investments

• Comprehensive review and optimization of your current investment portfolio.
• Development of personalized investment plans to meet your unique goals.
• Guidance on various investment options, including stocks, bonds, and mutual funds.

Financial Planning

• Creation of a detailed savings and investment strategy.
• Review and enhancement of your retirement plans.
• Development of estate planning documents such as wills and power of attorney.

Retirement Planning

• Assessing your retirement goals and potential risks.
• Developing a personalized plan to maximize your retirement savings and investments.
• Guidance on RRSPs, TFSAs, and other retirement plans.

Insurance Planning

• Comprehensive analysis of your insurance needs and potential risks.
• Recommendations for life insurance, critical illness insurance, and disability insurance.
• Review and optimization of your existing insurance coverage.

Working with You

We believe in a collaborative approach to financial planning. We will work closely with you to:

1. Understand your individual needs, concerns, and goals.

2. Develop a plan together that is tailored to your unique circumstances.

3. Regularly review and update your plan to ensure it remains effective and relevant.

Our Commitment

At Susan Creasy Financial Inc., we are committed to:

• Providing personalized and comprehensive financial guidance.
• Treating our clients with respect and integrity.
• Delivering exceptional customer service.

We are confident that with our expertise and guidance, you can achieve your financial goals and build a secure financial future.