The purpose of investing is to improve our future circumstances or future lifestyle.
A popular myth is that estate planning is only for the rich among us. However, any one who has property and wishes for a future generation will need estate planning.
Estate planning can have a lasting impact on your family – though not as much as not doing it.
Without proper retirement planning, you can be faced with a significant cut in your income at retirement, requiring dramatic changes to the lifestyle to which you have become accustomed.
Building net worth over a lifetime requires prudent planning and the implementation of sound strategies. Insurance is an important element of any sound financial plan.
Maintaining your quality of life after the diagnosis of a critical illness and dealing with financial commitments can cause hardship for you and your families. Critical illness insurance can protect your family's future.
Motor vehicle insurance has various elements including property damage coverage, liability coverage including coverage for the death or injury of a third party, collision coverage and comprehensive coverage.
Are you covered against the primary critical illnesses, such as cancer, heart attack and stroke that can cause emotional and financial distress?
The objective of investing is to receive a future flow of funds larger than the funds originally invested.
There is the expectation that you will need 4 to 10 times the amount you paid for your house.
The most valuable asset that the vast majority of the adult population has is the ability to work to earn the income required to provide for a reasonable lifestyle and to build net worth.
A home is one of the largest purchases most people make during their lifetime. Therefore, homeowners insurance protection is critical and strongly recommended.
Death is inevitable – and sooner or hopefully later, we are going to die. Before we do, we should take some actions to put our affairs in order.
Your broker works for you – not for the insurance company.
Cash management is the understanding and analysis of what you earn, what is deducted (e.g. taxes), what you spend and what you save.
Lashley Financial is a people-centred company that helps individuals and businesses become more prosperous through the better use of resources and the management of their risks.
With the support of a number of like-minded associates, we offer a comprehensive range of services including personal financial services; employee risk benefits; insurance broking; workshops and seminars; training and facilitation; and business guidance.
Our approach is based on four things:
At the heart of all we do is our basic philosophy of “People First!!”.
For us this means respect for you and for your business. Our company is founded on a commitment to do what is right for you as this will drive our mutual prosperity in the long-term. For you this will mean that you can be assured that the recommendations we make and the solutions we offer are best for you, your family and your business.
Contact us today for a “No Obligations” conversation about how we can work together to achieve your key personal or business goals.
|
|
More than you want and less than you need
Often, in the seminars and workshops we do, we are asked about the purchase of whole life insurance vs buying term life.
|
Subscribe to be updated on announcements, news, and info.
|
