Are we a fit?

At Twin Financial, we believe in taking a holistic approach to our clients’ financial goals and objectives. Our focus is on creating a financial plan that meets you where you are and guides you to where you want to be.

  • Individuals & Families

    When you’re at a critical moment in your journey, Twin Financial can be there to guide you through important decisions, devising a plan for now and the future.

  • Business Owners

    Being a business owners comes with lots of hats. We’ve been working with business owners for over a decade to navigate the nuances and complexities of the job.

  • Corporate Executives

    There are many benefits that come with this career path. We’re here to ensure those benefits are current & maximized to ease your busy professional & personal life.

  • We help business owners identify and prioritize the protection and financial strategies that are critical to the ongoing success of the business — throughout every stage of the business. By understanding the value of your business as the foundation, we can help you address the core planning pillars — family, business, future and team — so you can help minimize personal, business and financial risk.

  • • Design a strategy to transition the business in the manner in which you choose

    • Protect your family and your business in the event something unexpected happens to you or one of your business partners

    • Design an executive benefit program to retain and reward top talent — and protect your business in the event that you lose one of them

    • Create a retirement strategy that isn’t solely dependent on the business

    • Understand the value of your business, as well as what’s driving that value

    • Identify the tax advantages available to you as a business owner

  • Knowing your goals is the first and most important step in financial planning. Some, such as retirement funding, are easy to name. But there are others that may not be as evident. Through a collaborative approach and comprehensive process, we can help uncover goals that can make a big difference in realizing the full potential of your financial future.

    Together, we will work together to identify and prioritize your short- and long-term financial goals. With this personal and in–depth understanding of your financial needs and concerns, we will create a customized plan with a timeline, strategies, and check points for building a financial future you can count on to help you meet your goals.

  • • Having enough money to last throughout retirement

    • Funding education for children or grandchildren

    • Minimizing taxes so that you keep more of your income

    • Ensuring your assets are optimally positioned

    • Leaving more of your assets to your heirs or charity

    • Being able to handle a crisis such as a serious illness or injury, layoff or market downturn

    • Making sure family members and heirs are taken care of in the event of a premature death

    Lets talk! A financial planner can work through these concerns with you.

  • As your wealth increases so can your financial concerns and the complexity of your concerns.

    We can offer personalized, goals-based strategies meet your complex asset management, estate planning and wealth transition needs.

  • • Benefits available to you

    • Your sensitivity to taxes

    • Risks to your portfolio

    • How to effectively transition your wealth in the future

Specific Need?

Twin Financial takes a holistic approach so we best meet client needs. We understand that from time to time, there are situations where something very specific is on your mind to take care of.

Tell us more about your need and let’s see if we have a solution that fits.

    • Whole life insurance

    • Term life insurance

    • Disability insurance

    • Long-term care insurance

    • Fixed annuities

  • We offer a range of portfolio options based on your investment needs. Please tell us more about you specific situation to get started.

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