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  2. Income
  3. Assets
  4. Review
  5. Finish

Calculate Your Retirement Potential

Understanding your financial situation can be difficult. With just a few questions you can calculate your current financial position and identify your top priorities. Research shows that people who have documented financial goals and work with a financial professional are:

  • Confident in achieving financial goals and handling unexpected changes.
  • More likely to feel on track with financial affairs.
  • Successful at sticking to financial strategies.
  • More likely to have higher levels of emotional, financial and overall contentment.

Terry Lynn Adamson, CFP®, CIM®, FMA
Title : Senior Wealth Advisor
Phone : (905) 228 2347
Address : Adamson Wealth Group 200 Hwy 20 E, Suite 108, Fonthill, L0S 1E0
Website :

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