Sun Life Financial - Joanne Ervi

Description

At SunLife Financial, we know that today, good financial advice is more important than ever.
My goal is to help educate our community and make sure my clients are protected in all areas including life, health and wealth. I create personal plans for every individual I sit down with to make sure we will reach your short and long term goals. If you have a house, kids, a spouse or would like to talk about how to retire early.... there are many ways I can help you save money and make your dreams a reality! Finding ways to save for your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate. I will work with you to develop a plan to help get you there. Ensuring my clients financial plan works for them and is bullet proof is the most important part of my job.