Business Mission “My clients have the comfort of knowing their interests and needs come first. By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining their long-term focus, I can help them build a plan to fit their needs at every stage of life.” Understanding Your Needs As your financial security advisor, I can provide financial solutions to your needs including: ? Individual life insurance - Participating - Term - Universal life ? Segregated funds, Mutual funds, RRSPs ? RESPs, Annuities, RRIFs and LIFs ? Individual disability insurance ? Individual critical illness insurance ? Individual health and dental insurance ? Business insurance - Key person insurance - Business continuation - Buy/sell agreements ? Group insurance ? Group retirement plans ? Mortgages and Banking solutions
About Carolyn Moshtagh In 2007 I joined Freedom 55 Financial as a Financial Security Advisor to help people like myself attain personal financial planning. Since joining Freedom 55 Financial I have completed several intensive training programs related to the business. A nine-week introductory school was followed by several months of joint work with professionals in the field. On going professional development allows me to stay current. As well, access to specialists in the different segments of my business provides me with the training and resources I need for unique situations. Several of the programs that I have completed since joining Freedom 55 Financial include: • Life Insurance Licensing • Freedom Fund Licensing • Mutual Fund Licensing