LAKESIDE FINANCIAL PLANNING

LAKESIDE FINANCIAL PLANNING is a Financial Planning provider serving the Kelowna, British Columbia area, helping seniors and their families navigate the challenges of aging in place.

With a 4.6/5 rating from 10 client reviews, they have earned a strong reputation in the community.

Their Financial Planning services typically include pension optimization, tax planning for seniors, and investment management.

Understanding what government programs cover, how to structure retirement income, and when to consider long-term care insurance are questions every Canadian family should be asking sooner rather than later.

To get started, call (250) 712-1131 or check out their website for more details. You will find them at 550 West Ave #221, Kelowna, BC V1Y 4Z4.

Finding the right Financial Planning provider is a personal decision — take the time to reach out and ask questions before committing.