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Coaching family prosperity --
Professionally, diligently, tirelessly. . . .
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Investment portfolio design**
Strategic asset allocation to provide
growth and income suitable to your needs and risk assessment, properly
diversified against market vagaries.
Asset and income protection strategies**
Protection for yourself and family in the event of death, disability,
disease, layoff, or forced early retirement.
Segmented financial plans
A segmented 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.
Insurance Products
Life, critical illness, disability, long term care
Investments
Registered Retirement Savings Plans
Registered Retirement Income Funds
Registered Education Savings Plans
Informal Trust Accounts
Segregated Funds
Guaranteed Interest Accounts
Annuities
Themes alternate among planning strategies:
tax, investment, and protection. (This is the priority list resulting
from a 2001 client and customer survey.) A light story-telling approach
is maintained. For an example, see the 2003 New Year's issue.
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