Experience the Assante Advantage

As your trusted financial advisor, my objective is clear - to assist you in ensuring a secure financial future for you and your family.

After meeting with you and discussing your current objectives I begin developing a plan for your financial future. Produced in consultation with our team of professionals, this strategy lays the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable and confident in being able to secure your financial future. Our disciplined application of our strategy means you can rely on us to make it happen.

Our process will provide answers to these seven questions:

1. Do you know exactly what would happen to your family if you were suddenly not around tomorrow?

2. Do you know exactly what would happen to your family financially if you became disabled, and could no longer work?

3. Will you be helping anyone with a higher education? If so, who? when? And do you have an idea of what it will cost?

4. What about retirement plans? What will you do and how much will it cost to do it? Not just the day after you retire, but 10, 20 and even 30 years later?

5. Are your parents living, and if so will you be expected to contribute to their support at some point? Have you made the provision for the possibility that you may need nursing home or other care, late in your lives?

6. How important is it to you to be able to intervene in the financial lives of your children and grandchildren - while you are still here, as legacies, or both? How do you plan to do it? Or is there an institution that you care deeply about that you would like to leave a meaningful legacy, assuming we could create a highly tax-efficient way for you to do so?

7. Assuming, as we have to do, that when you are both gone, up to half of your estate will get taxed away, how do you want the tax to be paid? If you want the children to pay the half, might they be forced to sell something you really wouldn't want them to sell?