Our Mission Statement
Our whole planning objective is “Asset Preservation”.
There is no way to shield your income, as one day there will only be one of you left and the surviving spouse will lose income.
The bills will not get cut in half and we are always going to have the increased cost of living to deal with.
It is vitally important that we focus on preserving the asset base,
whether it be against excess taxes, downward turns in the market, terrorism, or a nursing home situation.