Kim Bourne and Playfair offer tax, insurance and estate planning services to clients.
At scheduled intervals, Kim will answer your questions and update you about Playfair's progress in servicing your referrals. Kim commits to contacting you proactively.
All insurance policies will be reviewed whenever there are changes in your financial situation that could affect your insurance needs. Kim will review each policy to make sure that you have the right types of insurance, for the right amounts and at the right prices.
During the last two months of each year Kim will do serious income tax planning for you with two objectives in mind:
Seek ways to reduce taxes, and…Make sure there are no "surprises" come next April
During the first quarter of each year, Playfair will prepare your tax return for you.
Once every five years, Kim will review and update your estate plan with the objective of:
But the most compelling reason is the one that draws client after client to Kim Bourne's door: she delivers what she promises. That's why people choose her as their life advisor. That's why people plan with Playfair.
E-mail Kim today.