Comprehensive Financial Planning
Turn your financial information into a clear plan.
A collection of investments, insurance policies, pensions, and accounts is not the same as a financial plan.
I bring your financial picture together in one place and model your options so you can see where you stand and decide what comes next with confidence.
Turn your financial information into a clear plan.
A collection of investments, insurance policies, pensions, and accounts is not the same as a financial plan.
I bring your financial picture together in one place and model your options so you can see where you stand and decide what comes next with confidence.
Questions your plan can answer
Am I on track for retirement?
How much retirement income can I expect?
When should I begin CPP or OAS?
Can I afford to retire earlier?
How should I draw income from my different accounts?
Can I help children or grandchildren with education?
Is my family adequately protected?
How could illness, disability, or death affect the plan?
What could eventually be left to family or charity?
Are my financial plan and estate plan working together?
What your Plan covers
Retirement
Estimate future income, compare retirement dates, review savings needs, and explore different withdrawal strategies.
Investments and Cash Flow
Show how savings, pensions, registered accounts, corporate assets, and other resources may work together.
Education Funding
Explore how to help children or grandchildren while protecting your own retirement security.
Insurance and Protection
Review how illness, disability, or death could affect your family and financial goals.
A coordinated financial roadmap for your family and legacy
Estimate what may eventually remain for your family or charitable interests.
Why Conquest Planning?
Conquest allows us to model different financial choices rather than relying on general assumptions. You can see how changes such as retiring earlier, saving more, helping family, adjusting investments, or leaving a charitable gift may affect your long-term plan.
The software supports the analysis. My role is to help you understand the results, compare the choices, and turn the information into practical next steps.
A Simple Three-Step Process
Step One
Introductory Conversation
We discuss your goals, concerns, and the type of planning support you need.
Step Two
Information and Analysis
You provide the relevant financial information. I organize it, complete the analysis, and identify the decisions that deserve attention.
Step Three
Your Planning Roadmap
We review the findings together in plain language. You receive a clear summary of your options, priorities, and next steps.
Build My Financial Plan
Start with an introductory conversation and we will map out the right level of planning support for you.
The Estate Planning Guy
Plan for the life you want and the legacy you want to leave.
Get in touch
Call us : 902-449-2676
Email: [email protected]
Address:
7051 Bayers Road
Unit 202
Halifax, NS
B3L 2C1
Keith MacKay is not a lawyer and does not provide legal advice or draft legal documents. Where wills, powers of attorney, or other legal documents are required, clients are referred to, and work directly with, a qualified lawyer. Estate planning services are provided on a fee-for-service basis. Insurance products, including segregated funds, are offered under Keith's insurance license. This website is for general information only and does not constitute legal, tax, or investment advice; please consult the appropriate professional regarding your specific situation.
© 2026 The Estate Planning Guy