S E R V I S S
My blogs
| Gender | Male |
|---|---|
| Location | Kelowna, Canada |
| Introduction | Dustin T. Serviss, RHU and the Peacock Sheridan Group are an independent financial advising firm that specializes in Insurance, Investment, and Business Succession Planning. We share your passion for all areas of life from family and business ventures to strategic wealth accumulation. We know that, while your needs in each of these areas will evolve over the years, with a solid financial structure, you can respond effectively to challenges and opportunities as they present themselves. Using an innovative MAPP approach (see at www.serviss.ca), we help our clients to clarify and crystallize their financial goals, as well as their life and family goals. The Master Alignment Planning Process is a customized program designed for successful business owners and families who want to take control of their planning. |