Accelerators - Financial Services, Financial Planning Management, Financial Planner and Advisor, Investment Planning Management & Consulting, Retirement & Estate Planning.

As Retirement Approaches,

We Can Help You Adjust Your Portfolio To Align With Your Risk Tolerance.

Accelerators are usually between 55 and 64 years old.

You typically have higher than average incomes; higher net worths and own more assets. Accelerators main priority is to reduce taxes as they move closer to retirement. Preparing for the retirement phase is now your top priority.

Dedication to hard work and adhering to your personalized plan have prepared you for retirement. Working with our advisors to achieve a tax efficient income will provide for you and your loved ones throughout the next stage of life. Your financial plan identifies strategies to maximize the amount of income that is available to you, while maintaining a focus on your larger goals.

Services for Accelerators:

Have an advisor review your current financial plan by completing our Discovery Fact Finder.

Financial Planning For:

BFS 360 Business Planning For:

Insurance:

Critical Illness Insurance

Disability Insurance

Long Term Care Insurance

Investment Planning:

GIC's and Term Deposits

Group Benefits:

Estate Planning

Bumstead Financial Services provides comprehensive wealth management that includes: insurance, financial planning, financial management, investment planning, investment management, and estate and retirement planning.

Contact one of our financial advisors today.