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Call Michael at 403-831-7820 for financial consulting. Call Tania at 403-831-7821 for bookkeeping information Email: info@spearsbookkeeping.ca |
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Financial consulting services—Referrals |
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Every Successful journey needs a map. Every successful building project needs a blueprint. Likewise Every successful financial journey needs a Financial needs analysis. This is a Free Referral to a Primerica Representative, which provides you appropriate answers to your questions and solutions to problems. It is Comprehensive and Complimentary. To read more about this click here. |
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Investments ?! Every type of investment has been successful for some one at some time, but not for every one all the time. The right plan for you involves knowing the proper risk level, your time frame, the purpose of the investment, and how much you can responsibly contribute based on your current budget plan. After this discussion has taken place, then we can implement the plan for you and monitor it annually. |
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Group RRSP Do you need to offer an incentive to improve employee retention? Would you like to offer your employees more money without having tax and other deductions reduce their cash paid? The solution is a group RRSP Plan from the employer to the employees savings plan. |
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Life insurance is a crucial part of a responsible financial plan. Yet how much do you need? How much is too much? What type of insurance do you need? How long should it last for? These are relevant questions that need to be discussed with you and your partner. Let’s meet together and discuss what is right for your family and your employees.
Click here for more information: What Questions do I ask to compare a Term Life insurance policy?
Buyer Beware! Do not twice the same service twice!!! Credit Card companies and Banks will try to sell you unnecessary life insurance. Check out the following article regarding the Mortgage Insurance Trick. It is always best to have one good term life policy that protects all your concerns in one. This avoids extra fees and double payments. Please read this and then tell your friends to be careful and to call Michael for a free Primerica Financial needs assessment. |
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Spears Bookkeeping and Financial Consulting You focus on your business, while we focus on the booksSmall Business Solutions & Family Success plans—In Calgary Alberta |
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Tax Deferral or Tax Avoidance? - RRSP or TFSA?? Do you want to get a tax refund this year, or would you rather pay less tax on the future growth of your investments? Which is better? It Depends on your current needs and future plans? Let’s meet to discuss how this best relates to you. |
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Join the Club and have insurance against lawyers fees, and lots of FREE benefits given to you as well. Þ Do you need Will, sign up and get for FREE! Þ Do you need legal advice, sign up and get it for FREE! There is so much more to show about this awesome program, that you have just got to go to the pre-paid legal website and watch all the videos to see it for yourself. Then enrol as a member, with Tania Spears and enjoy the protection of the LEGAL SHIELD and the INDENTITY SHIELD... |
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Check the Extra Value Financial Consulting Services
To consult about, and provide you with the following extras...
**************************** The Pre-Paid Legal program with the Identity Shield program.
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Referral to a Primerica Financial Services Representative, who can offer you a FREE Financial needs analysis
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To consult about other personal business opportunities and the advantages to reduce your taxable income.
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The Benefits of hiring a Bookkeeper, and the tips to improve your bookkeeping service and PAY LESS!!!
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To consult on the benefits of the “Buy Term and Invest the difference” Principle.
Also read the following article. |