Individual Owners

iStock_000017444849SmallIn addition to assisting with your business, Darren Limesand Financial can work with you on an individual basis to identify and plan for what is truly most important in your life. Whether you are looking for comprehensive financial planning, investment advice, or estate planning, we have the tools and experience to develop and implement a customized plan to address your specific needs and goals.

Click here to read more about ‘Safeguarding your assets’

Click here to view, print and complete a Confidential Profile

Click here to learn more about “CAAP – Cambridge Asset Allocation Platform’

Click here to review, print and complete CAAP investor profile questionaire