Wealth Optimization
Return to J & S Jones Sample
Create an income of $66,000 after tax (after inflation) per year. This income is to be indexed at 2% per year and last to age 85 Ensure Will is consistent with wishes In the event that our health fails, we want to have $2,000/mo of income which will enable us to reduce our income from pension by $24,000/year Entertain the merits of purchasing Critical Illness which creates capital and allows you to let your investment continue to grow In the even of John’s death we went to make sure that John & Sarah’s immediate family are provided for adequately To make sure that the investment strategy maximizes the benefits of saving, spending and leaving monies as we progress through the different stages of our life. A major focus will help us maintain the maximum tax benefits of investing today and in the future. Create the confidence through proper planning to be able to live for today and be planning for tomorrow By developing our Family Financial Philosophy we will created the confidence through proper planning to be able to live for today and be planning for tomorrow
