Why Plan?

Examples of Why We Plan

Do you have a will, a health care proxy and a power of attorney? 
Have you made updates as your life has changed, your net worth has grown and your family has expanded to include your children and their children?

  • It is important to ensure that your wishes are granted.  It is also critical to ensure your estate is sheltered from uneccessary taxes due to insufficient planning.

What if your business is put in jeopardy due to an unforeseen event or dispute with your business partner(s)? 
Is there a plan in place to ensure you would be adequately compensated for your partner(s) time and capital contributions keep the company in business and healthy?

  • Your idea of a business direction may differ from your partner(s), or something happens so that one or more partners are incapable of working.  It is important to have the right contingency plans in place, according to the wishes of both the departing partner(s), remaining partner(s) and their potentially affected families.

Your investments under our guidance could have great success, but might well be undermined if your future income, wealth and legacy needs are not protected.  Through our planning process, we will put in the time to get to know you, to plan and provide the necessary protection for your circumstances.  This allows us to sleep at night.

Please contact us for a sample Financial Plan.

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