Helping deliver tailored solutions for our clients

Paul Craft Financial Inc. helps economic growers, ambitious people with growth potential, build their wealth and protect it. We use a process to create a financial plan that evolves as you move through life stages, business phases, career advances, and the growth of your children.  We help in the areas of:

• Risk Management
• Investment Management
• Retirement Planning
• Education Planning
• Estate Planning

We offer financial planning services to a wide variety of clients

1. Young, single professionals and/or business-owners who want to:

• Purchase property.
• Grow their wealth, while maximizing life experiences.
• Care for themselves, maintain financial security and independence, and secure their income in the event of sickness or injury.
• Plan for the distribution of their estate in the event of premature death.
  
  

2. Young families, professionals or business owners who may have a mortgage or business debt, and a spouse, children, or other dependants to care for and support financially, who want to:

• Payoff debt and secure the family’s lifestyle in the event of illness, injury or premature death.
• Plan for a comfortable retirement one day.
• Help ensure their children’s financial security.
• Fund their children’s post-secondary education.
• Manage debt and cash flow.
  
  

3. Mature professionals and business-owners that are nearing or in retirement, who are concerned about:

• Transitioning out of their business.
• Helping their children and grandchildren without compromising their retirement lifestyle.
• Supporting the causes they care for during retirement and after their passing.
• Reducing the potential tax burden on their estate.
  
  

Contact Us to Learn More