Personal Strategic Financial Assistance
What’s going on for you this year? Darren J. Proulx, CPA, can help formulate investment goals, suggest how to deploy your investment funds, or strategize for retirement income streams and security as a senior. We can set the scene for lowered tax liability during retirement, explore long-term care issues, or put the foundations in place for estate planning. Perhaps you’re saving for your childrens’ education and wonder how to effectively spend those funds? Maybe you’d like to make sure you’re taking all your medical deductibles or need advice on disability tax credits. Or you might be a first-time homebuyer or considering investment property. Whatever the question you’re facing, just ask, and we’ll get you answers along with the right tools and partners.
