(647)993-8236
info@rosettaspringer.com
LinkedIn

Estate Planning

WHY IS ESTATE PLANNING IMPORTANT?

Estate Planning
Who
Priorities
Who
  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time
Priorities
  • Mortgage is paid off
  • Little to no debt
  • Staying on budget
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Long Term Care
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate Planning
Learn More

Latest News

RRSP Tax Savings Calculator for the 2019 Tax Year

The 2019 RRSP Tax Savings Calculator

Life Stages

Starting Your Career

Starting Your Career

Preparing for Retirement

Preparing for Retirement

Growing Families

Growing Families

Retirees

Retirees

Mature Families

Mature Families

Retirees

Retirees

Contact Us

Springer Financial
Rosetta Springer
Financial Advisor

647-993-8236
info@rosettaspringer.com

707 St. Clair Avenue Suite 520
Toronto, Ontario
M6C 4A1

About

Clients are always surprised at the simplicity of my financial solutions. In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients clarify the path to their goals. I feel lucky to do this work; I get to help people from all walks of life that are doing well in the world.

Book a Meeting

© 2018 Financial Tech Tools