By Dr. Roxanne Arnal, CFP®, CLU® If you’re like many Optometrists, a significant portion of your wealth is tied up in your practice. And honestly, this makes perfect sense. During your career, you’ve invested in the things that matter: staff,
The advent of parenthood marks a transformative phase in life, introducing a multitude of responsibilities and considerations. Amidst the whirlwind of parenting—including new household needs, childcare logistics and sleepless nights—thoughts of post-secondary education can seem distant. Yet, time swiftly advances,
Are you an optometrist with retirement on the horizon? As you focus on providing clear vision for your patients, it’s equally crucial to have a clear plan for your financial future. Retirement planning can seem overwhelming, but with the
Dr. Roxanne Arnal, CFP® Did you know insurance can be an investment? The reason? Taxation. Permanent Life Insurance: A Wealth-Building Tool There are two types of life insurance to support wealth building: Universal life insurance acts as term 100
I’m relieved to finally see my investments growing in a healthy, sustainable way. Before working with Roxanne, I was stuck in a bad insurance policy that was basically self-destructing and no one had ever taken the time to explain it to me. She broke it all down clearly, helped me understand what was really happening, and showed me a completely new way to think about financial planning and wealth management. I finally feel confident about my financial future.
Estate planning to me was a daunting and stressful task. I knew it had to be done but where do I begin? How do I divide my estate? To whom? How much? The list goes on. However, lucky for me my estate planner, Roxanne Arnal has my back. What an enormous relief to have a person who knows the right questions to ask and delves into areas you had no idea existed. In the end, having an estate planner and having a plan in place is the best move you can make for your own piece of mind!
We have enjoyed and trusted Roxanne since we started doing business with her some five years ago. Over that period of time, Roxanne has expanded her knowledge and association with some great investment minds. Confidence is required in any relationship, and we are confident with Roxanne and her team even in these volatile times. We are looking forward to a great future.
Roxanne has provided me with peace of mind financially and a clear path to retirement.
Who wouldn’t want to take the stress out of their financial and wealth situation? Contact us today to get started.
