Get Started – Iron Financial Planning |

Name *

E-Mail *

A review of my savings and investment programs *

Ways to maximize my pension and retirement income *

Ways to fund post secondary education for my children or grandchildren *

Ways to main my family’s lifestyle in the event of my death or disability *

Ways to maximize charitable gifting *

Strategies to reduce taxes *

Insurance to pay off mortgage *

Ways to offset the cost of a critical illness *

Ways to offset the substantial expense of long term care *

Ways to fund Capital Gains and other estate taxes *

Ways to ensure the value of my business goes to my family should I die, become disabled or disabled critially ill *

Life insurance on (check accordingly) *

Income Protection (Disability) *

Critical Illness Insurance on (check accordingly) *

Long Term Care (check accordingly) *