Life Event:
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Receive an Inheritance. We take you through the following steps to help you identify what areas are affected and what you need to consider. Growing it: Explore investment options for these funds We use your Investment Plan to explore your investment options and empower you to choose what’s best for you. Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
Leveraging it: Determine if you should reduce your debt We use your Debt Plan to eliminate your mortgage and create wealth. Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
Enjoying it: Evaluate the impact on your retirement goals We use your Retirement Plan to help you achieve your ideal retirement. Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Preserving it: Understand if you should discuss estate planning with elderly parents We use your Estate Plan to ensure that the right assets, go to the right people at the right time. Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
“ It is not enough to take steps which may someday lead to a goal; each step must be itself a goal and a step likewise.” — Johann Wolfgang von Goethe
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