Shamrock Financial Planning

Sign up to receive a Financial Review so we can discuss how to plan for a successful retirement. Subscribe below to receive my newsletter containing all the info you need to help prepare for retirement. Is the group disability income plan from my employer sufficient in the event I cannot work? These questions are among the hundreds that people have asked me over my 30 years in the business.

Each situation we encounter is different and that is why each financial plan is tailor made. Most people we talk to think they have a 'financial plan' when in reality it is an investment plan only. An investment 'plan' is a subset of a financial plan. Your best financial investment is having a Financial Plan put together by a Certified Financial Planner (R) with many years of experience and properly licensed to handle your needs.