Achieve financial freedom with wealth enhancement strategies... 

 

Bois Wealth Management Advisory Group provides comprehensive services designed to address your multi-faceted financial concerns, simplify your life, give you the freedom to pursue your other priorities and provide you with the confidence that your goals will be achieved. 

 

 

 

If you are the primary breadwinner in your family, there may be risks associated with your senior position due to business reorganization or downsizing. Are you confident you and your family could continue to fulfill your obligations, meet your goals and maintain your lifestyle if your position is eliminated? What if you were ill or injured and could not complete your normal job duties?

An income replacement strategy is one way to help prepare your family in the event of the unexpected. Working closely with your family, Bois Wealth Management Advisory Group can help you determine the expenses and obligations you will need to cover, and prepare a contingency plan you and your family can count on.

  • More investment planning, beyond retirement, financial planning at RBC covers all areas of the “whole you” – you’re financial life (what you have and what you owe) and your personal life (your values, goals and needs) by:
  • Getting cash flow strategies to help you save for the future while balancing life’s financial demands.
  • Building an investment plan based on sound principles and your personal priorities.
  • Getting ready to retire when and how you want - with a solid retirement plan.
  • Preserving your wealth for yourself and your loved ones with smart strategies.
  • Discovering borrowing and credit strategies that give you a better return for your money.
  • Identifying strategies to help reduce the taxes you and your family pay.
  • Creating a plan for how you want to spend your retirement and know how to make your money last.
  • Providing a secure future for the people and causes you care about.

 

To help you understand your choices and make informed decisions, request a Insurance Planning Session today!