Ash Tree Financial Inc
As financial planners, Ash Tree believes that helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial plans to help them withstand these risks regardless of when they might occur. After starting in the industry in 2011, Kent Nash founded Ash Tree Financial Inc. in 2016 and has been growing the business ever since. In this short time frame, Kent has garnered many achievements including the completion of his Chartered Life Underwriter (CLU) designation for which he received the Leslie M. Dunstall award for the highest overall grade in Newfoundland and Labrador. He also completed his Certified Financial Planner (CFP) designation in 2016. The process I follow to create each financial security plan includes- Gaining a clear understanding of my clients’ goals - Analyzing their situation - Building a financial plan to help them achieve their short- and long-term goals - Reviewing their financial plan regularly to help ensure it continues to meet their changing needs That is our commitment to you.
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