Services
Retirement Planning
Comprehensive plans from $2,500
Build a retirement roadmap that aligns investments, income, and taxes with the life you want to live.
Tax Planning
Included in all comprehensive plans
Design tax-efficient strategies for investments, business income, and retirement withdrawals to keep more of what you earn.
RetirementPlus
Ongoing guidance from $150 monthly
Annual reviews, cash-flow monitoring, and portfolio checkups to keep your retirement plan on track and tax-smart. Investing with my referral partner, Justwealth, may provide a reduction in costs for ongoing guidance.
Planning
Corporate and cross-border plans $5,000+
Integrated tax planning for professionals, corporations, and cross-border families with complex income and asset structures.
Reviews
Tina is a superb financial planner. She is hard working and knowledgeable in all areas, and always goes the extra mile to make sure your financial planning needs are met.
I give Tina my highest recommendation!!
Reg Wiest
I highly recommend Tina as a financial planner. She is knowledgeable and thorough with her review of your financial situation, offering sound financial advice to help your money work for you.
Book an appointment with her today and see for yourself.
Lynn Koch
Tina Buckthorp Financial Services 