Sardonyx Financial Inc.

Life’s filled with unexpected events that could dramatically affect your lifestyle and retirement goals – a financial emergency, health crisis or if you (or someone you love) dies young. It takes careful planning to achieve your goals and protect yourself in case the unexpected occurs.

This is where I can help. I work with clients like you to create a customized financial security plan based on your needs, goals and risk tolerance, to address four key areas:
• Financial security for your family when you die
• Protection in case you become seriously ill or can’t work because of a disability
• Retirement planning
• Ensure you have funds for a rainy day (liquidity)

To do so I’ll need to:
• Gain a clear understanding of your goals and dreams
• Look at your situation and identify any gaps
• Build a plan to help you achieve both long and short-term goals
• Review your financial security plan regularly to make sure it meets your changing needs.