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Doctor and Patient

Health Risk

What would happen to you or your family if your health changed overnight?

How would your business survive if you could not work tomorrow?

These bridges represent five risks in your life.

The safety net represents insurance to ensure that if one of these events happens you will be protected.

We can lose sight of the fact that what we envision is predicated on an ongoing ever-increasing foundation of income…


Our role is to point out the risks that could prematurely interrupt that income stream and the accumulation of assets AND to propose safety nets that can be put in place to secure your financial future.

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  • Income interruption can be caused by a variety of unexpected events.

  • What assets are the best used to replace regular income?

  • How much income is required?

  • How long can this income be sustained?

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