Quick Contact
Glenn T. Welch CFP, CLU, CH.F.C., CHS
Red Deer, Alberta
| Tel | 403.309.5588 |
| Toll Free | 877.809.5588 |
| Fax | 866.837.4531 |
| Email |
glenn@welchfinancial.ca |
Office Location201, 4719 48 Ave Red Deer, Alberta T4N 3T1 |
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For driving directions, click here. |
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Welch Financial offers a wide range of services and products to its clients for estate planning, business planning, succession planning and tax sheltered accumulation.
Our approach is to work with the client and their professional advisor to identify the principal issues and areas of financial concern. We then help to provide a variety of planning and product solutions in order to solve the problem.
We believe in developing an incremental approach based on the Financial Priority Pyramid.
Estate Planning
Ensuring the orderly transfer of a client’s estate to his or her beneficiaries usually forms a substantial part of that client’s financial plan. We have specific knowledge related to the tax laws governing the transfer of investment and other assets at death, and can advise you as to the most favourable manner in which to structure your current holdings. If required, you will also be advised on the subject of “living wills” and powers of attorney, and can be referred to a lawyer for more detailed estate planning at your request.
Please contact us for more information on how we can help with your complete financial plan, whether personal or business or both.
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