My Family

myfamilyFor most of us, family is probably the most important element in our lives. But achieving a balance between work and family can be challenging. Working together to set common goals is a rewarding way to create life balance for every member of the family.

It is important to understand the extent of your influence on your family. No one wants to be a burden on their children, and nor should you be!Achieving financial self-sufficiency will ensure that burden is lifted.

The values that are shown to your children by achieving financial self-sufficiency will hopefully resonate, and be passed down through generations.

Protecting your family is paramount and, unfortunately, disasters occur every day: It does not only happen to others. Through our unique tool, the Family Lifestyle Retainer, and a comprehensive estate plan, we can prevent a personal disaster becoming a catastrophe.

Now that we are living longer than people did in our Parents’ era, family responsibilities involve caring not only for our children, but also for our aging parents. Good quality care costs money. Funding a contingency plan will ensure that elderly parents can live out their lives in comfort and with dignity.

Currently, death is inevitable. The only way you can ensure that your wealth is transferred to those that you wish to leave it too, is through proper estate planning.

 

Testimonial

“Hi James

I received a call from Comminsure that the claim was approved.

Thank you so much for your efforts in having the claim dealt with so quickly and for taking a personal interest in managing the claims process.

I never ever ever thought we would be making such a claim. I still can’t believe what has happened to my wife.

The fact that we even have the insurance in place is thanks to your advice so many years ago. We are grateful for the choices the money will give us; it means my wife will not need to go back to work in a year’s time when her treatment will have come to an end.

best wishes”
Mark

“The only rock I know that stays steady, the only institution I know that works…”
Lee Iacocca

 

Ask yourself

  • How much did I pay for childcare, school and activities for my children last year?  Were these the result of forward planning or did I meet them from my personal exertion cash flow?
  • Do I have elderly parents that may need hired care now and in the future? If so, what are my options for funding this?
  • When was the last time I reviewed my will and risk insurance?