Our Financial Planning
Programs
Programs
The
KAIZEN Financial Planning Process™ is an evolutionary approach
to comprehensive financial planning. Starting with the name “KAIZEN”,
which is a Japanese word for constant and never ending improvement,
you get a first glimpse at a process that is truly different. Our process
is designed to encompass all key areas of your financial life, simplifying
the often complex aspects of wealth accumulation and preservation, over
a lifetime.
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Designed to help you construct a solid foundation for your future.
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Designed to protect the accumulation of wealth or to properly manage a sudden windfall.
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A program enhancement designed for the individual who is also a business owner.
Planning for your future is
MORE THAN JUST A GOOD IDEA...
It's a responsibility, and a commitment to achieving
your life-long goals. IRONSHIELD Financial Planning focuses on goal-oriented
solutions, whether your needs require one of our independent
à la carte plans™ or one of our comprehensive
KAIZEN Financial Planning Programs™, our team at IRONSHIELD
will work with you as your trusted advisor to develop and implement
a plan for your financial success.
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Recent
IRONSHIELD NEWs
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By: Scott E. Plaskett, CFP
Posted: 6/29/2010
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Customer
TESTIMONIALS |
You were recommended by one of my family members who has been a client for some time. You were very co-operative in the transfer of my portfolio.  Marjorie Lusk, Mississauga, Ontario |
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