“You’ve prepared the money for your family… have you prepared your family for the money?”
The Wealth Protector™
Corporate Investment Planning
Taking steps to think about your future income needs in retirement can be more beneficial for business owners due to the multiple different strategies available. We can help with your corporate investments, retirement, and succession planning .
Corporate Wealth Protection Planning
Wealth Protection Planning for business owners is often two-sided; personal wealth protection planning and wealth protection planning for the business itself. Business owners have access to many planning strategies that employees don't have access to. This can be a great advantage, however can be overwhelming. Allow us to work with you and your professional advisors to simplify any complexities and easily implement viable strategies.
Corporate Insurance Planning
Insurance can play an important role when it comes to managing risk for your business in the case of uncontrollable events such as disability, critical illness or loss of a key shareholder or employee.
Personal Insurance Planning
Insurance is about peace of mind for you and your loved ones.
For families, making sure you have health, disability, critical illness and life insurance is a means by which to safeguard the financial interests of your family in the event of the unexpected.
Personal Financial Planning
A customized personal financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.
Personal Investment Planning
Most of us understand the benefits of retirement planning, however, when it comes to actually creating your personal retirement strategy and putting it into effect, it doesn’t feel quite as straightforward. We can help you create an effective retirement plan to ensure you retire with the lifestyle you are accustomed to.