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Your Plan
The Wealthy Tortoise Plan

Risk Management Analysis


Life Insurance

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?

Critical Illness

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?


Net Worth

We consider this the scorecard so we both know if we are making progress.


Retirement Analysis

What are the effect of your current assets, annual savings, and investment strategy?


Estate Analysis

How will your estate be distributed after income tax is deducted on the current structure of your affairs?


Taxation Analysis

Is your current and future wealth coming to you in the most effective manner?


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