E.E.S. Financial Services Ltd.

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Use these pages to find out more about the specific programs and services available. Senior Service The Senior Level service is designed to provide on-going, pro-active complete and comprehensive financial planning. This program is designed for the individual who is looking for ..... Basic Service The fundamental difference between 'Basic Service' and 'Senior Service' programs is the time, implementation and availability of the consultants. At the Basic level, the program is structured ..... Personal Financial Plan The Personal Financial Plan (PFP) program is designed to allow everyone within an organization to benefit from basic financial planning. It provides an individual with focus on his or ..... Financial Check-up, Basic This is a one-time consultation with one of our accredited consultants to review your current situation and discuss financial objectives ..... Financial Check-up, with Tax Return Preparation Includes the components of the Basic Financial Check-up, plus tax preparation ..... Estate Settlement/Administration The death of a loved one is a trying and emotional time. Unfortunately, it is also a time when the surviving spouse and/or family member is required to deal with the finalizing ..... Seminars Seminars are an excellent way to increase the general knowledge of financial concepts for a large number of individuals at a minimum expense ..... Financial Divorce Specialist Communication or the lack of it is often the root cause of many marital breakdowns ..... Other Services In addition to personal financial planning for individuals, E.E.S. Financial Services Limited offers a number of related services.

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