Protecting your wealth is just as important as building it.
Today - do you have a will? That’s a fundamental. So is life and disability insurance. Perhaps critical illness insurance. If you are older, a succession plan should be developed to ensure successful intergenerational wealth transfer with minimal tax implications. Because we are all faced with two fundamental retirement questions – what if I don’t live long enough and what if I do?
It all sounds like a lot.
But in the overall scheme of things, these financial security fundamentals don’t take a lot of time or stress – unless you don’t have them when you need them. We would be happy to help you put what’s right in place. And don’t forget to take advantage of our insurance brokerage services for the best rates available.