A Holistic Approach
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 prioritized.
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 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.
*Queensbury Strategies and Queensbury Securities are responsible only for the products and services offered by them. Financial Planning, Tax Planning or preparation, or other business activities are not the responsibility of Queensbury Strategies. Queensbury Securities is not responsible for tax preparation or other outside business activities of its advisors.
*Insurance products are offered through Queensbury Insurance Brokers Inc. and /or your advisor’s other business activities.