In 1991, Nancy began her successful financial services career with London Life. Since 2000, as a financial security advisor representing Freedom 55 Financial, she has qualified for the Million Dollar Round Table (MDRT), the premier association of financial professionals world-wide. In 2007, Nancy incorporated her practice as Lyfestyle Financial Inc.
Nancy specializes in providing financial security planning advice to business owners, entrepreneurs, families and individuals. Community involvement is a vital part of Nancy's life. She has been involved with the K-W Oktoberfest parade for 28 years, most recently as a director in 2006, and a parade chair 2007-2015.
Nancy specializes in providing financial security planning advice to business owners, entrepreneurs, families and individuals. Community involvement is a vital part of Nancy's life. She has been involved with the K-W Oktoberfest parade for 28 years, most recently as a director in 2006, and a parade chair 2007-2015.
Services
How We Work
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Financial security planning is about more than planning for retirement or protecting yourself against risk - it is about making dreams come true. We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financial's planning process, which is based on the four cornerstones of financial security.
Life Stages
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Your most valuable asset is your ability to earn an income. Choosing the right combination of life and disability insurance products can help protect this income. If you have a mortgage or other large loan, term life insurance, disability insurance or critical illness insurance offers cost-effective ways to cover outstanding debt if you die, become disabled or suffer critical illness.
Four Cornerstones
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A sound financial security plan should protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home and retiring comfortably. All financial security plans start here because death is inevitable and an uncontrollable event.
Products and Services
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Financial products and services should address specific needs in your financial security plan - whether it is to help fund your child's education, build a successful business or retire comfortably. We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.
For Individuals
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Whether saving for your child's education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs. A significant component of most investment portfolios, mutual funds may fit into your financial security plan.
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