Financial security is not just about how much is in your retirement plan, it includes consideration of current and future cash flow, income tax, estate planning and risk issues that can be addressed by insurance. A financial adviser/coach makes it simpler to keep the big picture in view while helping place the pieces of the puzzle together.
Financial Planning Resources
A portfolio manager I work with on a regular basis has the credo “pay attention to the risks and the returns will look after themselves”. When we work with business… I stood Saturday evening beside a Salvation Army Kettle in a big shopping center in Niagara. I was there as a volunteer from my Kiwanis Club to assist the Salvation… I was driving to a seminar recently when a radio report advised me that the road ahead was blocked as the result of a serious accident. I listened and felt… I admit it, I do it… I listen to the radio in the morning to hear the stock futures. Is it going to be a good day or a bad… The business succession of our owner managed businesses is a big story among professional advisors, bankers and bureaucrats. The discussion seems to be less appealing with business owners themselves. I…The family’s human capital is key to business success
Philanthropy – a starting place for family meetings
Sudden and Unexpected
The Generational Investment Plan
Long Term Wealth Needs Succession Planning
