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Financial Planning Modules
Estate Planning Investment Planning Retirement Planning Tax Planning Net Worth & Cash Flow Planning Income & Asset Protection Business Succession *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Structuring your affairs for a tax-efficient transfer to your heirs and/or charities Values-based focus Family financial philosophy Financial independence, family legacy, social legacy Wills, trusts, power of attorney Optimizing returns that are consistent with your comfort zone Utilizing a written Investment Policy Statement to document your unique asset mix and as a means of measuring your progress Financial goals and objectives Personal investment philosophy Risk profile Identifying your financial independence objectives and creating a blueprint to ensure you work towards a secure retirement Target retirement date, income Financial independence Monte Carlo simulation Minimizing the amount of income taxes you pay now and at retirement Tax reduction strategies for current and future years Tax optimization of investment portfolio Managing your cash flow to enjoy your lifestyle today and in the future Accurate compilation of all assets & liabilities Projections for current and future years Debt analysis Measuring and protecting against the financial risks of loss of income, premature death, critical illness and long term care Life and disability needs analysis Critical Illness and Long Term Care coverage Property insurance needs Integrating your business succession plans with your personal goals & objectives Succession plans Business Succession Checklist
View published source ↗Strategic Objective
We are living in an age of more and less – more information, more options, more needs, more pressures, and less time to do it all. Managing wealth and planning financial security are not easy tasks. We understand that each client comes to us with their own unique financial concerns, needs or opportunities, and we have built a wealth management practice like no other. Increasingly sophisticated, knowledgeable, and demanding clients have been thrilled to have their lives simplified and enhanced through our integrated financial wealth management services that were tailored to each of their own unique needs and objectives. This is where we made the biggest difference. We helped them design a clear path to the milestones in their lives, and we gave them comfort in it by taking the time to really understand their values and what’s important to them. Expertise in portfolio management, tax, estate & retirement planning were important in the development of a customized, long-term wealth management plan focused on the attainment of their life’s dreams. This provided our clients with the confidence of knowing that all available resources had been mobilized to ensure financial stability and sustainability in their lives. It also provided our clients peace of mind that came from knowing their financial affairs were managed in a manner that stayed abreast of the constant changes in tax legislation and financial markets.
View published source ↗Strategic Objective
With us, our clients did not have to resolve things on their own. We were there to guide and counsel them through the many important and sometimes difficult decisions they and their families faced. We gave them contentment that came from having a successful and supportive relationship in the vital areas of their lives. We also gave them a sense of comfort and freedom from hassle and worry because truly personalized service and advice was just a phone call away.
View published source ↗Monitoring
Your financial strategy would be reviewed and updated at least annually. If necessary, appropriate financial planning adjustments are then made. We ensure that you are always fully informed. We are available for consultations and regular communications occur through scheduled meetings, telephone discussions, newsletter, website, email and/or fax.
View published source ↗Investment Philosophy
Our investment approach is conservative with particular emphasis on capital preservation. Operating within the context of your individual risk profile, an Investment Policy Statement would be developed with the goal of achieving your long-term growth objectives without undue risk.
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