Are your investments working as hard for you as you are for them?

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Are you unclear whether you are on track to meet your retirement income goals?

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Are you dissatisfied with your portfolio's management and the returns you are achieving?

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Retirement Income

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Are you frustrated with the way market fluctuations impact your retirement income?

Are you concerned that your retirement income may not meet your lifestyle needs?

Have you worked with a high level professional to ensure that your pension income will provide more than what typical pension seminars suggest?

Are taxes and mortgage payments sabotaging your retirement plans?

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Business Ownership

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• Are you certain that your buy out policy is adequately funded?

•What have you done legally to implement your succession plan?

Do you have an up-to-date succession plan in writing?

 

 

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Estate Planning

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Are you worried about what will happen to your assets when you pass away?

• Are you confused about how capital gains and other taxes will affect your estate and the people you care about?

• Have you planned adequately for incapacity to ensure your wishes are upheld?

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For examples of how Your Finances Matter assists clients with solving these dilemmas, see our Scenarios page