Like investment planning, estate and insurance planning is about defining goals, reviewing options, and implementing a sound, time-tested strategy. Working with you, your financial professional, and your legal and tax advisors, our team will follow a four-step process to help you achieve lifetime financial security and give you the confidence of knowing your estate will be distributed according to your wishes.
What assets could face excess taxation? What kind of legacy do you wish to leave?
What financial risks and opportunities should you address?
Fill in the gaps in your current insurance strategy
Recommend solutions for tax minimization, income security, asset protection and estate maximization
Implement a strategy that complements your existing investment and retirement plan
Facilitate discussions around succession planning and the use of dual Wills and trusts
Identify and assess other issues that may impact your long-term goals
Review results on an ongoing basis