Expert Financial Planning for people 60+
Ben Walden, CIM, FCSI, CFP
Lindsay Financial Planner
Are you a senior in need of a certified financial advisor in Lindsay? Then you should deal with Ben Walden and his team of professionals
who have dedicated their financial practice to addressing the unique
planning needs of seniors.
Ben and his associate, Kelli Casselman, specialize in unbiased financial planning for seniors in Lindsay. Offering financial advice for clients between the ages of 60 and 90, Ben and Kelli work with clients to define their goals and establish a strategy to deal with taxation, investments, estate planning and income requirements. This often includes working with a client’s accountant or lawyer to ensure a flawless plan is in place. Above all, they emphasize the importance of maintaining a conservative asset mix.
Contact Ben for your free no-obligation consultation.
