TFPlogotrsp

 

We offer
Financial & Retirement
Planning,
Severance 
Package
Counseling,
Estate Planning,
&
Corporate Group Benefits, Retirement Plans & Business Financing Planning.

 

 

Timmons

Estate Planning

Corp.


911 - 14 Street S.E.


Calgary, AB T2G 3K2


Phone: 403.262.893


Fax: 403.265.8991

 

email

reception@timmonsestate.com

We welcome you to email us and arrange a brief appointment
 to meet and discuss some of our website topic ideas.

Together, we can determine if our comprehensive planning services
would be to your advantage.

Personal Services

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Timmons Estate Planning designs Retirement, Investment & Estate Plans on an individual basis. Your personal plan acts as your financial blueprint which reflecting your financial circumstances and objectives.

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Our goal is to understand the circumstances and challenges unique to you and your family. Performance of your investments is not the only consideration; we also consider the tax implications of your investments, your appropriate level of risk, and diversification of income and growth in your portfolio. We organize your estate so to minimize the risks of LIVING TOO LONG and running out of money, DYING TOO SOON, or becoming DISABLED or CRITICALLY ILL.

Our staff is happy to discuss any of the following Personal Services topics:

  • Retirement Planning
  • Financial Planning
  • Estate Planning
  • Debt Management
  • Credit Protection
  • Group Benefits
  • Life & Disability Protection
  • Home Ownership
  • Mortgage Insurance
  • Pension Benefits
  • Government Benefits
  • Wealth Accumulation
  • Registered & Non-Registered Savings Allocation
  • Diversification Strategies
  • Risk Profile & Investment Strategies
  • Tax Free Savings Accounts
  • Portfolio Analysis & Management
  • Leveraged Investing
  • Charitable Giving
  • Education Planning
  • Estate Equalization & Succession Strategies
  • Tax Strategies
  • Distribution of Retirement Income (Savings, Company Benefits, Government Benefits & etc.)
  • Small Business Consulting
  • Deferred Compensation
  • Executive Benefits
  • Business Continuation and Shareholder Exit Strategies