Financial planning is the process of meeting your life goals through the proper management of your finances.
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Financial planning is a specialist profession and the first step is to make sure you have access to the right advice.
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Embracing the changing dynamincs of individuals who require more than the traditional policy purchasing of yesteryear, Foundation Financial Services gets to know the individual and provides a professional service which is all about long term relationships.
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- Sheldon is an independant advisor thus providing an unbiased and ethical approach to your financial planning
- Draws from a wealth of experience with a number of years in various roles within the industry
- Will take the time to understand and align your life goals with your financial ones
