Dave Gorman Financial Strategies

Who we are

FlexCare Insurance & Wealth Management is a team of experienced professionals dedicated to helping individuals and families across New Brunswick plan for the future. We focus on building personalized financial strategies that address each client's unique needs and goals. Whether you need to protect your family, invest for retirement, or plan for your legacy, we're here to guide you through the process.

What we do

We offer a comprehensive range of services across various life stages to ensure you achieve your financial goals:

**Starting Out

• Building a solid financial foundation
• Developing a plan for education funding
• Creating a budget and managing expenses

**Young Family

• Managing cash flow for growing families
• Implementing strategies for risk reduction and debt management
• Planning for future education costs

**Established Family

• Balancing expenses with financial planning for adult children
• Implementing tax-efficient strategies for wealth preservation
• Creating a plan for wealth transfer and inheritance

**Retiring

• Maximizing retirement savings
• Planning for post-retirement income
• Securement of your financial future

**Protecting your family

• Life insurance coverage to safeguard your loved ones
• Disability insurance to ensure financial stability in the case of an illness or injury
• Comprehensive estate planning to protect your assets and minimize taxes

**Investing for your future

• Customized portfolio management to fit your risk tolerance and goals
• Financial planning and analysis to make informed investment decisions
• Access to innovative and trusted investment products

Our approach

We understand that every client has unique financial goals and circumstances. We take the time to get to know you, listen to your concerns, and understand your vision for the future. We then work in collaboration with you to develop a customized plan that aligns with your objectives.

Our values

• Integrity: We operate with transparency and honesty in all our interactions.
• Client-centricity: Your needs are at the heart of everything we do.
• Professionalism: We leverage our expertise and resources to deliver high-quality services.
• Transparency: We believe in open communication and clear explanations.
• Accessibility: We are committed to providing personalized service and clear explanations throughout the process.