top of page

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?

​

 

bottom of page