With an enhanced team-based approach that provides both local and national industry expertise, Fox-Revett & Associates Private Wealth Management provides you with an elevated level of advice and resources
Achieving financial security in retirement has never been more challenging. The old “three-legged stool” of retirement - a company pension, social security, and individual savings - is now teetering on one and a half legs. That’s why having a personal retirement plan has never been more important.
Insurance is essential to any comprehensive financial plan. You’ve worked hard to plan for your future, and should disability, critical illness, or unexpected death occur we want to ensure you are protected and your plan is not derailed.
Estate planning is a vital component to ensuring one’s legacy is passed on with as little disruption as possible. People spend a lifetime accumulating assets and building an estate with the intention of passing it on to heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardship for the people for which the estate was created.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable.
If you would like to leave some money or assets to a loved one who is living with disabilities when you die, be sure to consider how receiving that inheritance might impact that person’s other financial resources, such as social assistance benefits.
Download our free whitepaper to see how a Henson Trust and other considerations can help you build a proper estate plan to ensure your loved one is taken care of without paying more tax than necessary.
