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Children’s Education Costs

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Reach Age 60

Reach Age 60

Children’s Education Costs. Life Event:

We take you through the following steps to help you identify what areas are affected and what you need to consider.

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Making it: Determine how much of your income needs to be invested in education We use your Income Plan to free up surplus funds to achieve your goal. Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.

Growing it: Understand what investment plan is best given the timeframe 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 debt should be part of the investment strategy 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.

Protecting it: Provide for education costs in your life insurance We use your Risk Plan to protect the things that are important to you. Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through implementing life insurance, recommending appropriate investments and possibly fixing interest rates.

“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” — Pablo Picasso

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