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Estate Building Strategy (for Illustration Purposes Only)

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A good financial strategy is a lot like building a house. You want a good solid foundation. Following good solid financial planning principals, we determine where you are within the above diagram. We address the existing areas which are weak and could be strengthened.

Fundamental to building your net worth and preserving your estate is the issue of reducing your tax liabilities.

We recognize that other professionals need to be involved in products and/or services to assist with your goals and objectives. We are not lawyers, trust officers, bankers, accountants, stock brokers nor funeral directors. We know that their professional talents form part of the team required in building solid foundations.

 
 

John L. Housser

519-745-8771   |   1-800-866-8727
jlhousser@parkwoodfs.com

Copyright 2003 Parkwood Financial Services Inc.
Last modified: Oct 17, 2012