SERVICES

The success of your financial plan depends on regular reviews and being kept informed through our seminars and other educational client events.
We look forward to discussing the following where applicable:

Review your Goals:This includes goals of preserving your capital, earning reasonable rates of return, providing you with a guaranteed and sustainable retirement income while reducing taxes and fees. Take advantage of legitimate tax reducing strategies, tax efficient growth, tax preferred income in retirement, retirement planning, children’s/grandchildren’s education.

Investment Analysis:Evaluate your investments to ensure that they are properly diversified and positioned to maximize time and total returns, and to minimize taxes. Suggest any changes to your portfolio based on your goals if necessary.

Business Owners Tax Minimization and Asset Protection Strategies:

• How to provide quick access to tax-advantaged cash inside your company.
  
• How to protect your hard earned company assets.
  
• How to attract and retain qualified employees.
  
• How to reduce your tax liability.
  

Estate Planning Strategies: Transferring assets tax-effectively now and at death, tax-free gifting to children and/or grandchildren.

Insurance Strategies: Replace your and your spouse’s income to keep you and your family in the lifestyle you have grown accustomed to. Estate preservation with self-funding strategies, tax-free income in retirement, funding of critical illness or long term care for yourself or parents.

Analysis of your Net Worth: Measure financial progress, ensure working capital is growing and debt is reducing according to goals.

Analysis of your Budget: Prioritize discretionary expenses, direct savings to specific goals; increase the tax efficiency of your cash flow or income.

Financial Planning: Click to learn about our Life Cycle Approach

Please click on the useful links tab for more detailed information and resources.

“If you aim at nothing, you will hit it with amazing accuracy.”