Financial Planning

What is Financial Planning? Financial planning helps you to understand where you are today and how to get where you want to be tomorrow. Here are 6 benefits most people desire from financial planning;

Family lifestyle will not be compromised if the breadwinner becomes disabled or dies prematurely. They will stay in their home, the education plans will be on track and if they own a business it won't have to be sold at a disadvantageous price.*

They can retire when they are ready and on their own terms with a high degree of confidence that they will not outlive their income.

The current generation will never become a financial burden on their children, even if extended nursing home stays are required. If necessary, they will be able to contribute meaningfully to the support of their parents.*

Even as retirement income rises to offset inflated living costs, this generation's capital has the potential to grow over time, creating a meaningful legacy for succeeding generations.*

Estate taxation won't force the sale of a family's important asets (home, business, farm, etc). This liability will be funded out of residual capital and/or it will be insured.*

Children and grandchildren will be able to afford the best education for which they can qualify, without being saddled with student loans when they themselves have children.*

Gives us a call. We can help with the details. 


* Simple Wealth, Inevitable Wealth, a book by Nick Murray. Available in our office library.


  "Somebody's sitting in the shade today because someone planted a tree a long time ago"

-Warren Buffett