"Will I be O.K.?"
A direct answer to this universal financial question posed by Wachovia Securities in the US will supply the information necessary to determine whether our financial position today places us beyond the financial risk of depleting our capital or our income prematurely - no matter what the cause - global market volatility - an unexpected loss of our personal health or the loss of our life.
Traditionally we deal with the accumulation of personal capital in one of two ways - through the use of registered and non-registered assets.
"THE THIRD ASSET GROUP"
There is a "third asset group" that provides the foundation 'floor' below which our years of effort in accumulating capital cannot be depleted. This term reflects the fact that capital and lifetime income in this third asset group are contractually guaranteed at predetermined levels no matter which of the above unexpected events occur. These are a life insured asset group. They guarantee the maintenance of the capital asset value of our lifetime of personal effort in accumulating both the capital and the income that our capital is capable of producing - no matter what happens in either our global financial environment or to our personal health or our life.
"Although assets are our currency, our only resource is time.
"The third asset group" guarantees the financial value of our time - past, present or future.In a digitally 'wired' real time IT global world we are fully engaged in and committed to providing real time communication and access to applied solutions through our collaborative Professional Practice.
A genuine answer to the simple question at the beginning of this page has been the nucleus of our focus and commitment to professional practice for 30 years.
The 'market' is driven by three instincts - greed - fear - preservation.
Our passion focusses on the lifetime preservation of capital and income.
We are specialists in Advanced Life Insurance Applications and Estate Planning Solutions.
MY PASSION - BEYOND RISK - DIGNITY - THROUGH EXECUTION - "WILL YOU BE O.K.?"
- BEYOND RISK
- Toronto, Ontario, Canada
- Beyond Risk is about people and their views on money....borne of over 30 years of front line experience and engagement in the arena of exponential corporate growth through financial practice building under 'fire' in a lifetime passion......the assuring of the financial value of our time.....to allow for the completion of our personal and business financial objectives. It is about character, integrity, people and their often complex and conflicting attitudes towards money.....its accumulation.....its preservation and its utility. It is about the leadership of high performance professionals who are committed to managing the capital risk and the lifetime financial well being of their families, business associates and clients. It is about coaching 'Olympian' class high performance empowerment. Above all it is about ethical choice in every facet of decision making and execution. It is remarkable that of all the basic life skill related subjects that we include in our children's early curriculum financial literacy is not one of them.......given that we live in a money economy. It is said that we each have a "Money Personality". Nothing could be more accurate and more life defining.
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