BUSINESS CONTINUITY PLANNING
Business continuation planning does not take place in a vacuum. It is part of a larger process that we call 'Financial Security Planning'. It examines and explores all aspects of your financial situation with a design that ensures:
You have enough income in retirement to support your desired lifestyle.
You are currently maximizing the tax planning opportunities available to you.
You have a savings plan in place to cover anticipated future expenses ( eg. Children's education or a recreational property purchase)
The financial needs for you, your family, and your estate are met in the event of disability, critical illness or premature death.
You have an estate plan in place that ensures that your estate assets go to your intended beneficiaries and minimizes taxes.