The Wealthy Tortoise Plan™
Risk Management Analysis
How much insurance coverage makes sense for your plan?
Loss of Income
Are you protecting your biggest asset in the event of an unforeseen accident?
How will your family cope with the loss of income and disruption to your business?
Long Term Care
Who will need to help and how it may have an impact on your retirement goals?
We consider this the scorecard so we both know if we are making progress.
What are the effect of your current assets, annual savings, and investment strategy?
How will your estate be distributed after income tax is deducted on the current structure of your affairs?
Is your current and future wealth coming to you in the most effective manner?