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<\/a><\/figure>\n\n\n\nWhat We Do. – contact us today for Tax, Retirement and Investment Financial Planning<\/h4>\n\n\n\n
\u201cOver the past 10 years working with Nate we have saved over $250,000 of personal income taxes.\u201d<\/p>\n\n\n\n
– Nathan B., P.Eng.<\/h6>\n\n\n\n
\u201cWe sit down formally with Nate at least once a quarter to update our plans. The convenience of having \u201cHaving worked with a traditional financial planner for decades, it really was a shock to discover what \u201cNate is my first resource for all finance and business related questions. It\u2019s extremely helpful to know “Nate Howlett has provided us with sound financial advice for nearly a decade. He explains things in clear terms and leaves us confident in our financial decisions. His personally tailored strategies have yielded us major wealth gains that we otherwise would not have realized. I can\u2019t recommend his services enough.”<\/a><\/p>\n\n\n\n “If you’re on the fence definitely start working with Nate. He’ll be worth every penny. Remember that the consequences of financial decisions (good or bad!) compound over time, so don’t wait until next year. The recommendations may also be easier to implement than you assume. <\/a><\/p>\n\n\n\n … also want to thank Nate for being both accommodating and confidence-inspiring at the same time. I don’t have a background in financial topics but I’m _very_ opinionated and at times a bit ambitious. I went in knowing exactly “what I wanted”, and came out with different better strategies I wouldn’t have discovered on my own.”<\/a><\/p>\n\n\n\n “Ever since immigrating to Canada my husband and I have depended on Nathaniel and Howlett Financial Partners to assist us with our finances and planning our future. <\/a><\/p>\n\n\n\n Not really understanding how the financial world in our new country it was important for us to find an advisor who we could trust with our financial goals. Thank you for all your guidance and great week.”<\/a><\/p>\n\n\n\n “Nate and his team are wonderful. They helped us get our house years earlier than we would have done on our own. Highly recommend these folks.”<\/a><\/p>\n\n\n\n “It\u2019s been ten years since I turned to Nate for help with the puzzle box of financial pieces widowhood had handed me. He developed a framework and later was there for the financial challenges of remarriage. <\/a><\/p>\n\n\n\n He\u2019s aided my family in setting up our elderly mother\u2019s finances when she was no longer able to manage them, giving confidence that she can afford to live where she\u2019s comfortable and receives the care she requires. With retirement on my horizon, my conversations with Nate show how well his original framework was designed to deal with both unexpected and expected life events. <\/a><\/p>\n\n\n\n He\u2019s been off to the side assembling that bit of my financial puzzle so it\u2019s prepped for the moment I\u2019m ready to put it into place. This gives me freedom to choice the when. So\u2026now to pick a date!”<\/a><\/p>\n\n\n\n “I’ve been working with Nate for some time now and I can say that he truly cares about his clients. He’s enthusiastic and listens attentively to their needs, providing honest suggestions and accurate solutions along the way. If you’re in need of an expert Financial Planner, do not hesitate to reach out to Nate!”<\/a><\/p>\n\n\n\n “My wife and I have just begun our journey with Howlett Financial. Nate has been really great with how he shows up. I love what Howlett stands for and that they want to do everything they can to bring together like minded professionals to provide maximum value to clients.”<\/a><\/p>\n\n\n\n GOAL ASSESSMENT: DATA COLLECTION:<\/strong> SYNTHESIZE DATA: DISCUSSION: IMPLEMENT:<\/strong> The financial planning process starts at a one-time, flat rate of $1,000, but may increase up to $5,000 depending on the complexity of the scenario.<\/p>\n\n\n\n We generally waive planning fees upon commencement of a formal, long-term planning relationship, subject to approval of the partnership.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a>Find Us. 137 Glasgow St Unit 201
someone you trust to simply ask, \u2018where do I sign?\u2019 is unparalleled.\u201d <\/a><\/p>\n\n\n\n– Dr. Alan and Susanne O.<\/h6>\n\n\n\n
we were missing.\u201d <\/a><\/p>\n\n\n\n– Audrianna D., Philanthropist<\/h6>\n\n\n\n
you can depend on sophisticated and timely responses as needed.\u201d<\/a><\/p>\n\n\n\n– Chris E., Business Owner<\/h6>\n\n\n\n
– Nathaniel B.
“I have been working with Nate Howlett for over 9 years. He is dependable, knowledgeable and professional. He has helped me and has handled so many of my referrals with great care. I highly recommend this firm if you are looking for sound advice and experience. Thank you Howlett Financial for all of the support over the last 9 years!!”<\/a><\/h6>\n\n\n\n– Sarah L.<\/h6>\n\n\n\n
– Brian H.<\/h6>\n\n\n\n
– Megan H.<\/h6>\n\n\n\n
– David M.<\/h6>\n\n\n\n
– Monica V.<\/h6>\n\n\n\n
– Aaron P.<\/h6>\n\n\n\n
– Bill V.<\/h6>\n\n\n\n
How We Do It.<\/h4>\n\n\n\n
<\/strong>Want to retire early? Start a charity? Buy a private jet?
You tell us what you want in life.<\/p>\n\n\n\n
We assess the financial actuals.
Investment accounts. Real Estate. Debts. Net Income. Wills. We factor it all in.<\/p>\n\n\n\n
<\/strong>Based on your goals and current financial picture we put together projections and a series of recommendations.<\/p>\n\n\n\n
<\/strong>The moment it all comes together. We bring all the professionals needed together in one location to present a comprehensive financial plan.
We will include specific action points to set a course to accomplish your goals.<\/p>\n\n\n\n
A journey of a thousand miles starts with one step.
If we determine there is a fit, we can establish a long-term working relationship to implement planning recommendations.<\/p>\n\n\n\nWhat It Costs.<\/h4>\n\n\n\n
Resources.<\/h4>\n\n\n
Howlett Financial Partners<\/a> – Tax retirement and investment financial Planning<\/h2>\n\n\n\n
Howlett Financial Partners <\/h3>\n\n\n\n
Kitchener, ON.
N2G 4X8<\/strong><\/p>\n\n\n\n