Halifax financial planners for the life around your money
Financial planning should feel like someone pulling up a chair, giving you their full attention, and helping you think through the life you want to live and the legacy you want to leave behind.
At Anjali Jensen & Associates Private Wealth Management, we help you plan for what matters most as you approach or enjoy retirement: aging well, caring for loved ones, preparing for change, protecting vulnerable family members, and making decisions with steady, thoughtful guidance beside you.
We’re here for all of it.
Guidance for aging, care, and family decisions
Why do we love being Halifax financial planners? Because of the people we’re lucky enough to work with.
Anjali Jensen has always felt a deep connection with older adults: their stories, their perspective, their wisdom. That connection shapes every part of our practice.
Many clients come to us with questions that go far beyond retirement income.
- How do I plan for future care?
- What happens if my health changes?
- How do I protect myself from scams?
- How do I talk to my children about what comes next?
We help you prepare for the financial side of aging while giving the personal side the care it deserves: the family conversations, the care decisions, the worries you may not have said out loud, and the future you are still shaping.
Welcome to
Anjali Jensen & Associates
Private Wealth Management
We provide our clients confidence through clarity as they move through various life experiences, and we do so in a caring and compassionate way. At the center of our practice we understand that clients lead busy lives and their time is a precious commodity. Our goal is to give back personal time to our clients by eliminating concerns of financial uncertainty.
Who we help
Every family’s financial life is shaped by different responsibilities, relationships and turning points, which is why our work begins with understanding who you are and what matters most.
What we do
Anjali Jensen & Associates Private Wealth Management helps people and families make thoughtful decisions around wealth, care, family and the future.
Our work often begins during important life moments: retirement is approaching, a parent needs support, a spouse has passed, an estate plan needs attention or family responsibilities are becoming more important.
We bring warmth, patience and practical guidance to those conversations.
Here are some of the ways we help:
Retirement planning
Retirement planning can touch income, taxes, family, identity, care and legacy.
We help you create a plan for:
- Retirement income
- Pension decisions
- Tax-efficient withdrawals
- Family support
- Future care needs
- Estate and legacy goals
