We at Limestone Financial are focused on meeting the individual needs of our clients using a client-centred financial planning platform. Upon establishing the scope of the relationship, we will conduct an initial assessment, gather financial data, and determine your life goals and expectations.
After clarifying your financial status and identifying the areas of opportunity, we will develop, implement, and monitor your financial plans to make sure that they form a lasting foundation for your future.
Limestone Financial is dedicated to providing the highest quality assessment of your personal needs, and will design a specific plan for ensuring a healthy and vibrant future using superior investment and insurance products. As an individual's needs and desires are ever changing, the financial services industry is changing by the week. There is a constant source of new and better products available for our clients.
This planning process will guide you to finding the answers for today's lifestyle questions as well as your long-term planning issues. Our job is to offer you solid advice and to be your chief financial counselor. We look forward to building dreams with you!