Safety Nets

Income and estate taxes will negatively affect the value of your assets. A financial plan will look at all of these concerns and provide options to minimize these negative impacts

Safety Nets help you deal with the risks and aspects of life… such as:

  • “Outliving” your financial resources
  • Short-term or prolonged illness
  • Pre-mature death

Be sure to ask us about “Mortgage Insurance” and why it’s better to deal with Planner than a bank!

 

Having a financial Plan provides protection against inflation and the ups and downs of the market. This reduces your stress and gives you time to enjoy your life now. You don’t have to wait until retirement…

 

NOW CAN BE THE PRIME TIME OF YOUR LIFE!