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
Shoreline Financial & Insurance Services Ltd.
Tami Romanchuk, CFP®, CLU®
Professional Advisor, Tax and Estate Planning Specialist
250-475-6601
admin@shorelinefinancial.com
#203, 920 Hillside Ave
Victoria, BC
V8T 1Z8
Our mission is to simplify the process and make financial planning exciting! We want to ensure you are comfortable and educated enough to execute and navigate a long-term plan for you and your family’s future. We take great pride in making this process accessible, informative, and easy.
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