Protection Planning
Protection for you – your family, your assets, and wealth
It can also help to:
Provide reliable income in retirement
Protect your financial security if the unexpected happens
Grow your wealth in a tax-efficient way
costs and taxes on your estate
Offer living benefits you can access while you’re still alive
Insurance plays an important role in protecting what matters most — you, your family, and the wealth you’ve worked hard to build.
The right protection gives you peace of mind, knowing you and your loved ones are financially secure today and into the future
Risk Management and the Guiding Principles we follow!
Money is not the end all, be all. The purpose of money is to provide us the time to do what we want, when we want, with the people we want. Money is a surrogate for our time. Time to live the life that we find most satisfying and full of purpose.
A great tool to help people sort all of this stuff out – and to make a specific life plan – involves the Three Kinder Questions.