Eric Jones Financial Planning Incorporated is an independent financial planning firm serving clients in the area of Financial Life planning.
Eric is a Certified Financial Planner with over 35 years experience serving clients in the areas of banking, life insurance, accounting and income tax.
Since “retiring” from the CA firm he had worked with for 21 years, Eric decided to use his background and expertise to assist people in their Financial Life Planning. In 2005 Eric renewed his life insurance license (he held one in the early 80’s) and became licensed with Manulife Financial to sell life insurance related products in Nova Scotia and New Brunswick. In addition, Eric also has agreements in place with a number of bank and trust companies to place debentures and GIC’s on behalf of clients.
As an independent advisor, Eric is able to provide life insurance and investment services through a broad number of companies. Through his association with Financial Horizons, Eric has over 20 different life insurance companies with whom he can place business so clients will be able to obtain products suited to their needs.
Clients have often expressed appreciation following a meeting for the well rounded background and mature experience Eric brings to the table. An initial discussion will often include will planning, guardianship for children, income tax strategies for estate preservation, for example. The direction of the meeting will be determined by the particular needs and desires of the client.
Eric does not work on a “fee for service” basis but is paid a commission and/or trailer fee by all the companies with whom he places business. If you do need assistance and enjoy working with Eric, he will work with you to determine the best fit for your needs. If you already have a good Financial Life Plan in place and which meets your needs, Eric will have been glad for an opportunity to meet with you and make or renew an acquaintance.
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