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Methodology

 

A Holistic view

The planning process starts with a statement showing existing income streams and assets. Emphasis is placed upon tax planning in order to maximize cash flow and to improve discretionary income. The elimination of non-deductible debt such as a bank loan for lifestyle, credit card liabilities or mortgage payments is also a top priority.

Life, health and disability insurance risks are identified. Estate planning strategies are examined. Wills and powers of attorney for health care are reviewed and amended where appropriate. Lifestyle objectives are quantified and priorities are established.

Proper asset allocation is a major determinant in capital accumulation. Once ascertained, available resources are invested in keeping with personal objectives. Queensbury associates monitor economic trends, currencies and relative security values in the constant search for suitable investments with superior returns. This process is ongoing to ensure the appropriate deployment of assets towards the attainment of client goals.

 

 


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*Insurance products are offered through Queensbury Insurance Brokers Inc. and /or your advisors other business activities.

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