We have been providing advice on creating and protecting wealth in the KW area since 2002. We are a valuable source of advice and guidance into the confusing world of investments, insurance, mortgages and banking. For all your financial planning needs, feel free to contact us for a no obligation consultation.
When comparing advisors it can be very confusing as to who offers what, and what do they actually do for the client. Simply put, I put financial plans together that assist you, the client, in reaching both your short-term and long-term goals. The plan and ongoing advice focus not only on creating wealth, but protecting it.
When comparing advisors it can be very confusing as to who offers what, and what do they actually do for the client. Simply put, I put financial plans together that assist you, the client, in reaching both your short-term and long-term goals. The plan and ongoing advice focus not only on creating wealth, but protecting it.
Services
Volatility and risk are different concepts, but both have a role in determining your investment success. Volatility is simply how much the market will increase or decrease, whereas risk is the amount of loss or gain you are willing to accept. The volatility of your investments is often a result of the level of risk you are willing to accept.
Financial strategies are both tactically short- and medium-term processes; while simultaneously taking the long-term strategic view for retirement; potential critical illness and long-term care protection; and estate planning. It is a process that we engage in mutually as client and professional advisor, to aim for and achieve your life goals via professional management of your financial affairs.
When a founding owner desires to retire within 10 or 15 years, Succession Planning may be necessary today. We can help you plan to sell, or to pass the company on to the children or another key-person successor while reducing capital gains taxation. Key business leaders can assure that they are covered with both disability insurance to replace income, and life insurance to meet capital needs and cover liabilities such as company debt.
Life insurance is a type of coverage that pays benefits upon a person's death to designated beneficiaries. In some cases, there may be a maturity date, where the insured, if still living, can receive the proceeds. A small premium gives you immediate coverage and provides for a large death benefit payable upon the death of the insured to provide capital to provide an income for dependents.
Group Insurance is an insurance plan that protects a group of people's financial security in one or more ways, such as offering low-cost life insurance or a dental plan for the self-employed. A group can comprise (or "be composed of") members of an association, a company's employees, or professionals in a group such as lawyers or doctors.
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