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Modular financial plans

A segmented or modular plan focuses on a single issue, such as retirement income. Such plans are seldom recommended, as all components of a financial plan interact, just as your life does.

Retirement income plans have also been given a bad name by fund floggers who provide colourful and graphic illustrations of your needs after a ten minute interview. Such illustrations are usually inaccurate, improperly applying tax and government benefits, and generally fail to account for your lifestyle aspirations.

Refer to a fully comprehensive plan for fuller detail on segments often included in plan documents.


PO Box 679, Quathiaski Cove, BC, Canada, V0P 1N0

(250) 285-3169

Info@JohnQGregg.com


Copyright © 2002 Discovery Islands Financial Services Ltd. All Things Considered, All Rights Reserved. (CFP Flame logo)TM Certified Financial PlannerTM and CFPTM are certification marks awarded by Financial Planners Standards Council under a license agreement with the CFP Board of Standards, Inc.