Client Services
Independent and Confidential Personal Financial Planning concerned with:
- Income tax savings ideas
- Creative wealth management
- Financial peace of mind now and planning for retirement
- Post-retirement income needs
- Investment alternatives
- Tax shelter options
- Tax preparation done** solely by Gary H. Attack Financial Planning Inc. and review to make the best use of all available tax laws
- Totally accessible to clients by phone or in person
- Administrative Assistant Sharon Attack or Marketing assistant Betty
Ann Malleck available to assist clients in my
absence
- Ongoing, up-to-date and informative financial information mailed to clients quarterly
- Current client survey indicates overall level of satisfaction is excellent
- Regular luncheons on Financial Planning topics including special guest
speakers, Investment magazine subscription and a selection of books on personal finance are available through our
"Gold Star Service"
- Estate Planning
- Planned charitable giving
**DundeeWealth Inc., its subsidiaries, or its affiliates, including, Dundee
Private Investors Inc. does not provide any income tax preparation service and
does not supervise or review any income tax returns.
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Dundee Wealth Management is a DundeeWealth Inc. Company.