Street view of Murrick Head Office.

The Financial Stages of Life

Home » Comprehensive Planning » The Financial Stages of Life

As you go through life, your financial priorities change with new experiences and adaptations.

Let’s look at life’s three most common phases and how your financial planning needs evolve during each step. By gaining a deeper understanding of this, you can better grasp how a financial planner can assist you in maximizing your planning process.

Testimonials

Marcella Evangelista

Rod R has been my insurance agent for years, since I bought my Volkswagen. He is outstanding and very professional. I now have my Mazda and I know that Rod (and Murrick insurance) will help me out and remind me when my insurance renewal is due as I seem to dismiss all the ICBC renewal letters!

Mink Canvas iLash Co.

When it comes to insurance I highly recommend Michelle. She is attentive, knowledgeable and has great customer service!

Zhou Jinming

People are nice and professional 👍

Latest From Our Blog