Planning

Knowledge is power.

Every meeting we have is about building the relationship.  My goal is to earn your trust, and find out your goals and lifestyle.  
 
There is no "pre-packaged" plan in my business, and each financial plan is designed exactly for what you and your family need.

From Cash-Flow to Farm Succession Planning

  • I truly mean when I say I'm here for you, no matter what your walk of life.
  • I understand the feeling of overwhelming debt, living paycheque to paycheque, and not believing there is a light at the end of the tunnel.
  • I have helped numerous people make a plan for debt repayment or to understand where their money is going.
  • Money should make you feel confident, and empowered.  Let's get you to that feeling!
  • Coming from a 2 large farm families, I understand well the importance of farm succession planning.  Farms are complex and no 2 are the same.  Starting now, and making a plan, is the key to a successful transition. 

Expert Advice

  • Estate planning and taxation planning are important pieces to the financial plan puzzle.
  • I can recommend lawyers and accountants who can put together your will, and advise you on taxation and wealth transition.
  • You have built your legacy, now let's make sure it's protected.
Email: marissa.epp@gmail.com
Phone: (306) 349-9070
Rosthern, SK
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