Atherton Financial Group Inc

Atherton Financial Group Inc. is a Midland, Ontario-based financial services firm specializing in comprehensive financial planning and income tax reduction strategies. They offer tailored solutions to individuals and businesses, aiming to preserve and grow wealth through expert tax planning, estate structuring, and insurance products. Atherton Financial is committed to guiding clients toward achieving financial security and passing on wealth efficiently to future generations.

We are committed to helping you achieve financial independence through our own exclusive financial planning process, the R & R program: Relax, Retire - We do the rest.

Our Services:

Individual Services;

• Financial Planning: Comprehensive financial strategies to help clients achieve their short- and long-term goals
• Estate Planning: Tailored plans to ensure smooth asset transfer and minimize taxes
• Succession Planning: Strategies for business owners to transition leadership and ownership.
• Registered Retirement Savings Plan (RRSP): Retirement planning solutions to maximize savings and minimize taxes.
• Life, Disability, and Critical Illness Insurance: Protection plans designed to provide financial security in unexpected situations.
• Registered Education Savings Plan (RESP): Savings plans designed to fund children's education.
• Mutual and Segregated Funds: Investment options catering to various risk profiles.

If we can help you with any of the above, we need to talk.

Employee Benefits:

• Group Life and Health Plans: Offering comprehensive health coverage for employees.
• Group Pension Plans: Retirement savings solutions for employees.
• Deferred Profit Sharing Plans (DPSP): Profit-sharing programs that reward employees while providing tax advantages to businesses.

And More......

If Atherton Financial Group Inc. can assist you with any of the above services or strategies, contact us to schedule a consultation.