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Wealth Funnel - Mortgages, Retirement, Insurance, Money: Now, Future, Just in case. Halifax, Nova Scotia, Canada

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Estate Planning
Wealth Funnel Guide
J. Paul Wilson, CFP, CHFC

Assets have to pass through a "funnel" at death.
Wealth has to pass through a "funnel" at death. The Wealth Funnel Guide is available for download and includes a fillable worksheet that calculates shrinkage. (download and open with acrobat reader for full functionality)


If you are in Nova Scotia, you have the option of discussing and/or completing as part of a complimentary initial consultation.

Note: Fees, Taxes and Shrinkage can be minimized.

More importantly, with proper planning, you can ensure what you want to happen, does happen.

"2 weeks of solid work on your estate can be worth more to your family than the financial gains of the past 10 years"

Is it worth the investment of your time?

What is the Risk? What is Potential Loss? Should you or your family assume the Risk? Mitigate? Insure?

Make a informed decision. Take a few minutes and use the Wealth Funnel Calculator and the Estate Risk Profile to help you decide.

Should you have questions you can contact me or arrange for a no obligation initial consultation session.

Resources:



If a product is recommended to address your needs: permanent life insurance,annuities, Executor Liability Insurance,GIFs,guaranteed issue life insurance,universal life insurance,GICs,employee benefits,guaranteed investment funds,business sale referral,term life insurance,whole life insurance,business insurance,long term care insurance,marine insurance,simplified issue life insurance,disability insurance,critical illness insurance,home and auto insurance,travel insurance,RRSPs,pension plans,retirement income plans,custom designed risk management,income annuities,executive benefit plans,commercial insurance,health insurance,mortgage referrals,cyber and privacy insurance,joint annuities, We are not obligation to do business with any single company or group.

NOTE:



Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council; Financial and Estate Plans are provided under that license.

The information contained in this website is intended to provide general guidelines only. The application and impact of the law can vary widely from case to case based on the specific or unique facts involved. Accordingly, the information in this article is not intended to serve as legal, accounting or tax advice. Users are encouraged to consult with their professional advisers for advice concerning specific matters before making a decision.

** Email Disclosure: For your convenience, you have the option of contacting by email. Please note that no email is 100% secure. Only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.


J. Paul Wilson, CFP®, ChFC®
Certified Financial Planner
27 Blue Thistle Road Halifax, Nova Scotia, B3S 1M3
 Office (902) 405-8665 Email  paul@jpw.ca
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