Client Services

As a calm, caring, organized professional, I assist in your life goals and incorporate that vision into a comprehensive financial plan with honesty and integrity.

Services Include Independent and Confidential Personal Financial Planning concerned with:

• Income tax savings ideas
• Creative wealth management
• Post-retirement income needs
• Estate planning
• Planned charitable giving
• Income tax preparation and review to make the best use of all available tax laws
• Totally accessible to clients by phone, email or in person
• Ongoing, up-to-date and informative financial information
• Current client survey indicates overall level of satisfaction is excellent
• Regular luncheons on Financial Planning topics including guest speakers are available through ‘Gold Star Service’

Investia Financial Services Inc. does not provide income tax preparation services nor does it supervise or review other persons who may provide such services.