Planning for Families

I offer a range of services to support you in planning for the financial future of your family. Here is an overview of the areas that we cover:

• Financial Advice

In order to create a successful future for your family, it’s important to to establish your short term, medium and long term financial goals.  These financial goals could include saving for a home, vacation, car, retirement or your children’s education.

• Managing Risk

Often neglected is to make sure your finances are protected. Key considerations should include making sure you have adequate health insurance to take care of you and your family’s health needs. Disability insurance is important because your ability to earn an income is your greatest asset. If a critical illness should occur, receiving a lump sum payment would be helpful so you can focus on recovery and in the case of premature death and you have dependents, this would help pay off any debts and provide ongoing support for your family.

• Estate Planning

Estate planning is much more than just drawing up a will (though this is an important part of it) as it includes areas such as powers of attorney and corporate agreements. A clear and structured strategy for your future financial needs will insure that your estate is properly prepared for the future.