Atherton Financial Group Inc. is committed to helping you achieve financial independence through our own exclusive financial planning process,
the R & R program: Relax, Retire - We do the rest.
7 Reasons we're in business
- Income Tax Reduction
- Tax Loss Redirection
- Estate Tax Elimination
- Capital Preservation (Life Insurance)
- Yield Enhancement (Par Insurance)
- Intergenerational Wealth Transfer
- Philanthropic Magnification
If we can help you with any of the above, we need to talk.
News
Over the past year-and-a-half, the Bank of Canada has raised interest rates rapidly to combat runaway inflation. That’s increased interest rates on mortgages and pushed up monthly expenses for many homeowners. (reposted from Sept 7, 2022)
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Summer is a wonderful time to relax, have fun, and make memories. However, it's essential to manage your spending to ensure a financially responsible and enjoyable summer. Here are some tips for making the most of your summer while being mindful of your expenses:
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