Our comprehensive and integrated approach to financial planning is based on 6 fundamental principles
These factors determine our recommendations to you and serve as an underlying principle to our approach.
Being independent, we are able to offer you solutions from ALL the insurance and investments companies available, so you can rest assured that you will only have the best options to choose from!!
Many financial advisors are good at accumulating retirement income for you, whereas our specialty is making it last for you. At tailored dollars we understand that wealth preservation is just as important as wealth accumulation, which is why we consider the erosion of your assets on par with their accumulation.
LEARN how we can help you create a tax smart strategy to avoid locking yourself into high tax rates during retirement!!! Speak with us today
Pension plan admin
Transfer of assets assistance
A middle ground between ready-to-wear garments and bespoke tailoring, a made-to-measure service allows the customer to choose a desired design from a selection of ready-to-wear styles and have it customized to fit their shape. It also allows them to choose the fabrics they want to be used.