Insurance Planning

You Have Worked Hard To Build Your Wealth.

The planning process is structured and in-depth.

Our strongest ability is to understand your specific needs in a timely and efficient manner. We begin with a series of meetings to come to know the history and unique circumstances of your business or family. We will assist you in defining your goals and identify concerns that could exist in your family or corporation:

  • Wealth Management and Estate preservation
  • Insurance Planning
  • Intergenerational transfers
  • Funding buy sells
  • Tax planning
  • Pension income
  • Critical care needs (health: cancer, heart, stroke)
  • Long term care
  • Employee benefits and pensions

At YorkStreet Financial, we evaluate your options, anticipate potential issues and propose inspired solutions. We put into action a program of integrated strategies that achieve maximum results. The process results in an ongoing partnership that will change and evolve as your life does.

YorkStreet Financial planning illustration