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Stonewall, MB
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financial planning stonewall mb

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1
4A-408 Main Street, Stonewall, MB, R0C 2Z0
204-467-8490
Oracheski Financial uses a unique planning approach called LifeFirst Planning Paradigm. We create strategies that best help you achieve your specific goals along life’s pathway according to contingent changes, current and future needs, age, and objectives. It is all about beginning with your personal goals in mind, which may include buying a home, saving for your children’s education and planning for retirement, or perhaps you are in retirement and need direction. The process starts with a shared understanding of your vision for the future. What changes concern you, what do you foresee happening on the horizon and what could happen that might change the way you live your life today? Every client’s situation is different so we work with a wide variety of financial institutions to offer a larger selection of products to help you achieve your goals. We do not represent any single insurance company or mutual fund company. We believe that we can provide the best products and services for our clients when we remain truly independent advisors. We work with individuals, families, small business owners and retirees, those contemplating retirement as well as business professionals and entrepreneurs. During the planning process we look at Investment, Retirement, Insurance, Tax and Estate Planning related to each client’s situation. These planning services are done either on a modular basis or a comprehensive financial plan and are reviewed periodically to make any necessary changes. Flexibility is the key!! Our aim is to be our client’s core financial resource. We are also able to offer mutual funds and insurance products in several provinces across Canada.
2
204-467-5962
CREDIT UNIONS, FEDERALLY CHARTERED
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