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