We have the knowledge and resources to customize a Financial and/or Estate Planning program based on your current financial situation, but adjustable to meet the future goals and objectives of your family or business. Investment products are recommended based on the investment profile and risk tolerance of the client.
Contact our office for your access code. Life Insurance products including Term, Universal and Whole Life plans to meet personal and financial obligations as well as estate planning needs. Mortgage or Credit Line Insurance providing inexpensive coverage to meet short term loan requirements. Critical Illness Coverage which provides a lump sum tax-free benefit upon diagnosis of serious or chronic illness.
Contact our office for your access code. Life Insurance products including Term, Universal and Whole Life plans to meet personal and financial obligations as well as estate planning needs. Mortgage or Credit Line Insurance providing inexpensive coverage to meet short term loan requirements. Critical Illness Coverage which provides a lump sum tax-free benefit upon diagnosis of serious or chronic illness.
Services
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered.
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.
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