Post by Zahid Rupani, CPA, CGMA on Feb 17, 2013 13:49:33 GMT -5
Over a lifetime most people will experience many different financial needs and circumstances that can be summerized into three stages:
Risk Management; Wealth Accumulation; and Wealth Preservation & Distribution.
- Financial Planners will help you lay a foundation to protect that you could least afford to loose, i.e., your earning power.
- They help you accumulate wealth in the most tax efficient manner for your retirement or children's education, etc.
- Finally, they help you preserve your hard earned wealth and to distribute that what you have worked so hard to accumulate.
Financial Planners help you prepare for the three basic risks all of us face:
- Dying to soon;
- Living too Long; and
- Becoming Disable.
These risks are real and often overlooked. Financial Planners plan to protect your assets so that you don't have to outlive your financial resources.
Please don't postpone these important LIFE decisions until it is too late.
Risk Management; Wealth Accumulation; and Wealth Preservation & Distribution.
- Financial Planners will help you lay a foundation to protect that you could least afford to loose, i.e., your earning power.
- They help you accumulate wealth in the most tax efficient manner for your retirement or children's education, etc.
- Finally, they help you preserve your hard earned wealth and to distribute that what you have worked so hard to accumulate.
Financial Planners help you prepare for the three basic risks all of us face:
- Dying to soon;
- Living too Long; and
- Becoming Disable.
These risks are real and often overlooked. Financial Planners plan to protect your assets so that you don't have to outlive your financial resources.
Please don't postpone these important LIFE decisions until it is too late.