- Tax efficient investments.
- Do you keep enough of what you earn?
- Pay less tax on your estate.
- Can you afford to retire?
- Are you on track?
- Do you have a written plan?
- Reviewed annually?
Wealth Management Services
- Do you know what you own in your investments and why you own them?
- Do you think you need to do better at this stage of your life?
- We will show you why you may be a millionaire – are you willing to behave like one?
- How do you want to help your family?
- What happens when you die?
- Wills, power of attorney and health directive in place?
- How do I sell my business?
- Will it benefit my family?
- What about my employees?
- What happens if I die prematurely?
- Can I afford a nursing home?
- Can I stay at home?
Philanthropy – Disabled Loved Ones
- Can I make sure I leave a trust/legacy for my disabled child/grandchild?
- Can I make a gift to a favourite organization?
- Are you mirroring how the wealthy invest their money?
- Have you ever drilled down in your investments?
- Do you have a lot of duplications?
- Gather your data – casual meeting to get to know you.
- List your objectives.
- Review Alternatives.
- Engagement – a meeting to mutually commit to work together.
- Develop a plan.
- Progress meeting.
- Protect your wealth meeting.