Young Singles/Young Couples- cover off any debt including debts with co-signers, final expenses, does your family history have significant health issues?
Young Family – debts, mortgage, final expenses, ongoing income needs, education fund
Maturing Family- debts, mortgage, final expenses, ongoing income needs, education fund
Pre-Retirees- debts, mortgage, final expenses, ongoing income needs, final taxes
Retirees – debts, final expenses, leave a legacy, final taxes
Moneyman Financial Inc.
Stan Livingston
Financial Advisor
Tel: (250) 752-4712
Email: stan@moneymanfinancial.com
Please contact us for our office address.
The foundation of any financial plan is recognizing that every person, individual or business owner is unique. Stan’s goal is to provide personalized solutions to each of his clients that reflect their needs, their situation and budget, and review these periodically to ensure their plans continue to measure up to their stated goals and objectives for the future.