You have been in practice for a while. Although you are extremely busy, you know your wealth plan needs to be updated. You may think you can’t afford to take the time to do this…the truth is, you can’t afford not to.

This is the opportune time to re-focus and see if your present plan still fits with your current and future needs. You want to be covered should any of these major life events occur:

  • A colleague buys in or acquires your practice
  • You or a family member falls ill or becomes disabled
  • Your child goes off to college
  • You retire from your practice

Consider the benefits of working with a team of professionals who are helping you make smart choices regarding your wealth and situation. And, that they are tracking your plan regularly as your life progresses and circumstances change.

When was the last time your wealth plan, insurance policies, and will were reviewed and updated?

You or your spouse may live into your 90’s. It is essential that, prior to retirement, you anticipate how much money will be needed to live comfortably. A strategic plan can be put in place so that when the time comes, you can live out your later years in the lifestyle you desire.



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