Dave Sharp

Dave Sharp's 5 Key Issues :

Winning the game... ...Takes knowing the rules

1. My retirement planning is well under control!

I know exactly how much I will have each month to retire on
I know how to minimize tax losses along the way
I fully utilize advanced planning strategies of RRSP's; Spousal RRSP's or Leveraged Loans, to name a few options
Perhaps I should ask for a second opinion - it costs nothing!

2. I am satisfied with the service we are getting from our present advisor.

I know exactly how much my surviving family members would get each month to live on, should I predecease them
I have been shown how effective life insurance can be as an Estate planning tool and understand its' importance.
I am fully aware of the differences between segregated funds and mutual funds
Maybe there is more to learn about what you can provide!

3. My estate planning is already completed with no reason to change it

Saving potential hundreds of dollars in taxes each year is not important to me
Avoiding unnecessary Estate losses is no big deal, even if it eats up 3-8% of our Estate before the heirs get it!
Maximizing the Estate is not part of our goals or end result of a sound plan
I didn't realize all these issues were involved - tell me more

4. My investments are well taken care of. I am relatively happy..

Our advisor regularly reviews our Investment Policy Statements and we fully understand the risk level we are in
Our advisor provides detailed rates of returns such that I know by quickly looking at individual assets how they are doing.
Perhaps I should consider a free no obligation review from your team!

5. I have a fully qualified advisor working with our home

Contact Dave Sharp, CFP; EPC Toll Free: 1-866-475-5109 E-mail: DaveS@lighthousewealth.ca

If you would like a downloadable printable version of Dave' 5 Key Issues, Please Click Here