Wealth Management

5 QUESTIONS YOU WANT TO THINK ABOUT?

  1. investWhat happens to my family financially, if I pass away?
  2. What would happen to my business/ church if I passed?
  3. What investments/ savings do I have in place?
  4. What do I have in place for a comfortable retirement?
  5. Have I prepared for my future?

 
RETIREMENT PLANNING
Did you know?
Over 40 percent of people in the United States have no retirement plan & Almost 70 percent have inadequate retirement plans.
The need for retirement and estate planning should be considered in the early years to ensure that enough funds are accumulated for a comfortable retirement. So don’t wait…because tomorrow won’t.  
 

LIFE INSURANCE

  • Do you have life insurance?
  • What type do you have? Term or Permanent?
  • How much do you have?
  • Is it enough to cover your family in case of death?
  • Do you need to make changes/add to your current life insurance?