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Beacon Point Financial Security Limited :: Retirement, Tax & Estate Planning for Individuals

Retirement, Tax &
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Beacon Point Financial Security Limited :: Investment Planning for Individuals

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Planning

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Beacon Point Financial Security Limited :: Living Benefits & Life Insurance for Individuals

Living Benefits &
Life Insurance

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    Have you filed your taxes?

    Do you need a referral to either a bookkeeper &/or accountant? If so, let us know as we have a few great ones in our network.

    The tax deadline is Monday May 1, 2023.

    #investinyourself #protection #familyfirst #entrepreneur #businessowner #support #advice #planning #strategy #financialfreedom #professional #financialplanning #financialliteracy #financialfitness #taxes #taxseason #taxhelp #accounting #accountant #bookkeeping
    ... See MoreSee Less

    Have you filed your taxes?

Do you need a referral to either a bookkeeper &/or accountant? If so, let us know as we have a few great ones in our network. 

The tax deadline is Monday May 1, 2023. 

#investinyourself #protection #familyfirst #entrepreneur #businessowner #support #advice #planning #strategy #financialfreedom #professional #financialplanning #financialliteracy #financialfitness #taxes #taxseason #taxhelp #accounting #accountant #bookkeeping

    Do you have a well diversified investment portfolio?

    Do you understand what it means to have a well diversified investment portfolio?

    If you’re unsure about any of these answers, feel free to reach out with any questions or concerns & book some time on my calendar for us to connect to review your investments: calendly.com/jamiemadigan/intro

    It’ll be the best investment of your time & I promise that you’ll learn something.

    #investinyourself #protection #familyfirst #entrepreneur #businessowner #support #advice #planning #strategy #financialfreedom #professional #financialplanning #financialliteracy #financialfitness #grandparents #parents #parent #parentingtips #investing #investment #portfolio #portfoliomanagement #portfolioconstruction
    ... See MoreSee Less

    Do you have a well diversified investment portfolio?

Do you understand what it means to have a well diversified investment portfolio?

If you’re unsure about any of these answers, feel free to reach out with any questions or concerns & book some time on my calendar for us to connect to review your investments:  https://calendly.com/jamiemadigan/intro

It’ll be the best investment of your time & I promise that you’ll learn something. 

#investinyourself #protection #familyfirst #entrepreneur #businessowner #support #advice #planning #strategy #financialfreedom #professional #financialplanning #financialliteracy #financialfitness #grandparents #parents #parent #parentingtips #investing #investment #portfolio #portfoliomanagement #portfolioconstruction

    How did your investments perform in the first quarter of 2023?

    Are you taking on the right amount of risk?

    When will you achieve your investment goals?

    If you’re unsure about any of these answers, feel free to reach out with any questions or concerns & book some time on my calendar for us to connect to review your investments: calendly.com/jamiemadigan/intro

    It’ll be the best investment of your time & we promise that you’ll learn something.

    #investinyourself #protection #familyfirst #entrepreneur #businessowner #support #advice #planning #strategy #financialfreedom #professional #financialplanning #financialliteracy #financialfitness #grandparents #parents #parent #parentingtips #investing #investment #portfolio #portfoliomanagement #portfolioconstruction
    ... See MoreSee Less

    How did your investments perform in the first quarter of 2023?

Are you taking on the right amount of risk?

When will you achieve your investment goals?

If you’re unsure about any of these answers, feel free to reach out with any questions or concerns & book some time on my calendar for us to connect to review your investments:  https://calendly.com/jamiemadigan/intro

It’ll be the best investment of your time & we promise that you’ll learn something. 

#investinyourself #protection #familyfirst #entrepreneur #businessowner #support #advice #planning #strategy #financialfreedom #professional #financialplanning #financialliteracy #financialfitness #grandparents #parents #parent #parentingtips #investing #investment #portfolio #portfoliomanagement #portfolioconstruction

    Is now a good time to invest?

    If you don’t need to withdraw your money for the next year or so, it’s a great time to invest, as the markets took a beating last year.

    Now is the time to review your investments to ensure that you’re properly invested to align with your goals & well diversified, so that you recover faster as the markets continue to recover. It’s also important to ensure that you’re taking on the appropriate level of risk that you’re comfortable with.

    As always, feel free to reach out with any questions or concerns or to review your investment portfolio together.

    #investinyourself #protection #familyfirst #entrepreneur #businessowner #support #advice #planning #strategy #financialfreedom #investing #investment #portfolio #investingtips #portfolioconstruction #marketanalysis #marketdata
    ... See MoreSee Less

    Is now a good time to invest?

If you don’t need to withdraw your money for the next year or so, it’s a great time to invest, as the markets took a beating last year. 

Now is the time to review your investments to ensure that you’re properly invested to align with your goals & well diversified, so that you recover faster as the markets continue to recover. It’s also important to ensure that you’re taking on the appropriate level of risk that you’re comfortable with. 

As always, feel free to reach out with any questions or concerns or to review your investment portfolio together. 

#investinyourself #protection #familyfirst #entrepreneur #businessowner #support #advice #planning #strategy #financialfreedom #investing #investment #portfolio #investingtips #portfolioconstruction #marketanalysis #marketdata

    Happy New Year! ... See MoreSee Less

    Happy New Year!
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