Creating and Managing Your Wealth for a Lifetime of Income
Lifecycle planning leads to lifestyle protection, and that’s what the financial planners at Cain & Osborne Associates are all about. Here’s a word from Lynn:
My husband died when my daughter was a baby. So I learned lifecycle planning very early the hard way. Circumstances dictated that I care for my child and for our future. I’ve done it, and I can show you how you can do it too with income for as long as you need it.
Credentials That Count
Lynn is certified financial planners (CFP) through the Canadian Institute of Financial Planners (CIFP). CFP is a designation that requires passing an exam and the continuing fulfillment of annual educational requirements. With strict guidelines for competency and integrity, the CFP designation is the gold standard in financial planning services.
We’re Here for You, Not for a Company
Big isn’t always better. For years, Lynn worked in large financial companies, but the corporate structure stifled their freedom to design the plans that would best create wealth, manage risk, and deliver income for their clients.
As independent financial advisors, they have access to a wide range of financial1 and insurance products.
We’re Your Friends, Not Just Your Financial Advisors
Can I afford a new car? Can I take a trip to Barbados? All the time, we get asked those kinds of questions. Never hesitate to call us for the advice you need to make the right decision. Most likely, we’ll suggest you take that trip. But maybe not buy that Ferrari!
Lynn is entirely trustworthy, very co-operative and pleasant, and extremely well organized and adaptable to any situation.
Lifecycle Planning for a Lifetime of Income
Other companies sell the same products we offer. The Cain & Osborne difference is that we structure those products to give you enough income to maintain your lifestyle throughout your natural lifetime, not just to age 90. After all, we want to make sure we always have lots of company as we grow older with you.
With our guidance as your financial planners, you’ll be able to make choices about earning, spending, saving, insuring, and investing. Our six step process involves you in your financial plan through every stage of your lifecycle.