At Next Steps Planning Inc., I am dedicated to providing my clients with seamless solutions for all their Health and Wealth needs. You may already know me, Marie, from Next Steps Planning with IPC Securities Corporation. My goal is to simplify the often complicated world of insurance and financial planning, ensuring that you have all the support you need in one place. With a personalized approach, I am here to help you make informed decisions towards securing a stable and prosperous future.

Hello! I’m Jennifer from Next Steps Planning Inc., and I’m here to provide you with top-notch support in your insurance journey. With my expertise, I aim to take the stress out of the planning process, making it not only seamless but also engaging. I pride myself on being your first point of contact, ready to assist you every step of the way and ensure that you receive the best possible solutions.

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My focus is on keeping all systems updated, allowing our team to operate effectively and serve our clients better. I make it my priority to ensure that our clients are always informed with the latest information regarding their insurance plans, ensuring that you can rely on us for clarity and support.