Who is this for?

• Age 45 to 54
• Established in career
• May have older children
• May be in peak earning years

Priorities

• Paying off mortgage
• Reduce all debts
• Saving for retirement
• Staying on budget
• Reducing income tax
• Taking care of the “What-ifs?”
  • Disability
  • Critical Illness
  • Premature Death
• Make a will
• Consider powers of attorneys

Contact Us