Posts Tagged ‘jacqui mcfarlane’

Contact Us

February 28th, 2012

Now that you know a little about us and the services we provide, let’s begin the process of getting your affairs in order and bringing you the peace of mind you deserve. Take the next step – contact us by phone, snail mail, or email using the handy link below – it’s that easy.  

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About Us

February 28th, 2012

Jacquelynne McFarlane, CFP®, CLU, CH F.C., C.E.A.® The designations behind my name are meant to give you confidence that I know my business. It’s been said that learning is a life-long process in which case I must be really old. All kidding aside, I have enjoyed every minute of it – all the long hours, endless

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Buy – Sell Agreement

February 28th, 2012

Why Having a Buy-Sell Agreement is Important There are several good reasons to have a buy-sell agreement – death, disability, retirement and disagreement. In the case of death, the remaining owners (shareholders) may not want to be in the business with the deceased’s heirs and likewise, the heirs may prefer to receive the value of

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