When you visit us, you will receive a complimentary review and assessment of your financial situation. We look at areas such as your investments, retirement plans, pensions, assets, insurance, taxes, and your short and long-term goals. We also assess the elements that could put your finances at risk. Then we perform a comprehensive analysis to determine the strengths and weaknesses of your current situation, and the solutions that could improve it.
At Himmelman & Associates we believe that smart financial planning happens through a disciplined and thorough process. Our approach is comprehensive and systematic, ensuring that every aspect of your financial plan is responsibly addressed for maximum benefit to you.
We work with only the best and most-trusted financial institutions, including Manulife Securities, which oversees each of our client transactions. The combination of our expertise and experience, with the size and security of companies like Manulife, provides a safe, effective and proven method of wealth management.
The decisions we make each day are deeply influenced by preconceptions and emotions. The Fall edition of Solutions focuses on the effect our emotions can have when it comes to making decisions about finances. Features include: Being aware of cognitive biases can help us make better investment decisions; How an advisor can bring you closer to reaching your financial goals; Investment loans 101; Living solo; and more.