Conversations about the impact of death, illness and disability are never easy to have, yet they are extremely important.
There are many issues that people don't think about until it's too late.
Our Personal Risk Review will proactively guide you through a simple process that results in clarity, satisfaction and peace of mind knowing that you are better prepared for the unexpected.
Can we sustain our standard of living?
Are we financially prepared if something were to happen to me or my spouse?
Will we have to sell the house or cash out savings?
WHAT YOU CAN EXPECT FROM OUR PERSONAL RISK REVIEW SERVICE
An overview of all your life, illness and disability coverages in one convenient place.
Personal Risk Report
An overview of recommendations to address the impacts of premature death, illness or disability.
Tailored Professional Advice
A meeting with your accountant and our in house financial planner to discuss if your retirement plan aligns with your goals and objectives.
Having a plan in place to be financially prepared in difficult times is extremely important. Our Personal Risk Review service can help ensure you and your family are financially prepared for the unexpected.
*Infinite Wealth Advisory and The WealthCo Group of Companies are a fiduciary. When providing insight to clients and prospects, we are legally bound to: put the best interest of clients and prospects before our own, act in good faith by providing all relevant facts, avoid all conflicts of interest.