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Financial Services
At Racine Financial, we’re here to support your small business with tailored financial strategies that fit your unique needs. Whether you’re looking for tax planning or retirement solutions, our goal is to help your Northumberland-area business grow and thrive.
Financial planning is the exercise of discovering how our financial lives match up with our own unique goals. A financial plan or roadmap keeps us accountable and helps us to measure our success and ensure that we are on the right path. At Racine Financial, we offer comprehensive financial planning services tailored to meet the needs of business owners and their families.
We take a holistic approach to managing your finances, blending your personal and business needs into one seamless plan. From investments to estate planning and risk management, we’re here to help you focus on what matters most—your business and your family.
Planning for the future is essential. We work with you to create a succession plan that keeps your business strong, whether you’re passing it on to family or preparing it for a new owner.
Navigating investments can be complex, but we make it simpler. Our customized strategies help build and protect your wealth, ensuring your investments align with your business goals and risk tolerance.
Planning for a secure retirement is crucial. We help you navigate pension options and strategies to ensure a comfortable and financially stable retirement. Whether you need to set up a pension plan or optimize your existing one, we provide tailored advice to secure your future.
Your peace of mind is important to us. We can also assist you with a range of insurance options to protect your business and family, so you can stay focused on what you do best.
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Private Wealth Management for Professional Women
Our Women and Wealth services were created to empower women and their families.
At Racine Financial, our holistic planning approach focuses on you and your financial needs. It is important to feel confident about your short- and long-term financial picture. Our approach begins with building your unique financial plan.
We work with women who are in control of their personal finances but may not have a high comfort level with financial planning and investing.
Say Hello!
Racine Financial,
37 Walton St.,
Port Hope, Ontario
L1A 1N2, Canada
admin@racinefinancial.ca
905 885 0815
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Racine Financial,
37 Walton St.,
Port Hope, Ontario
L1A 1N2, Canada
Copyright © Racine Financial. All rights reserved.