The Challenge:
A sandwiched boomer, you worry that elderly parents may
eventually need more help than you can provide. . . while, at the
same time, your children are confronting ever-escalating
education costs. A retired senior, you're witnessing our
vaunted social safety net being ripped out from under your feet.
. . while your capital investments get hammered and nailed. You don't much like the GIC rates that pay you lesss than inflation,
but you're frightened by market volatility.
A Gen-Xer, you wonder if there's any value on inflicting such
an over-priced world onto unborn children. You're still struggling
with student debt, and now you're pregnant.
And you may be the next to be downsized.
At one time, it was a simpler matter: nine to
five, job-for-life, nose-to-grindstone — and the family budget
penciled on the back of an envelope.
Now, tax and estate law becomes steadily more
complex, taxes and fees more onerous, government services less
extensive, less subsidized. An expanding array of financial
products advertise for your shrinking investment dollar, and
telemarketers keep pestering with their suggestions.
A solution:
Start a conversation with John. He doesn't
charge to listen, and he doesn't bite.
Where?
Serving Quadra, Cortes, the other Discovery Islands
of British Columbia — and the tonier areas of Campbell River,
Port Coquitlam, Kitsalano, Calgary, and Wasaga Beach.
John Q Gregg
Coaching Family Prosperity
Certified Financial Planner
Registered Financial Planner
For your consultation
Or, . . . to learn more about the planning process.
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