You have to be. As a successful business owner, you know only too well what can happen if you aren’t constantly planning and thinking ahead.
You’ve been running your own business for some time now and have experienced both the highs and the lows. Lately, business has been pretty good and you have built yourself a sizable nest egg.
You can’t help but think that retirement isn’t that far away. While you may not be looking to completely divorce yourself from your business, you sure would like to know that you can, if you want to. Maybe you have your eye on a second home or want to do some traveling.
Whatever your retirement looks like, the burning question is:
Will my assets provide me the income I need when I step away from the business?
Of course, you know you will do OKAY, but the last thing you want, is any preventable surprises! You want to make sure you structure things to provide the most income and minimize future tax repercussions. You want to make sure your family will be fine should anything happen to you, and your wealth is transferred responsibly. Most importantly you want to do better than just OKAY in your retirement years!
You need more than an Investment Advisor
You need a financial security advisor who specializes in working with successful business owners so as many contingencies as possible can be covered. While you certainly need to know how to best structure your investments, you need more sophisticated advice than that. You need complete wealth management to make sure you minimize fees, watch the tax implications and take into account real estate, holding companies, your family and your estate, and much more.
You need an expert who knows what’s important when you have over a million dollars to invest
Imagine dealing with a financial advisor that has other financial professionals as clients –a wealth management expert who has advised other financial advisors on the more intricate details of investing assets in the seven figures. After all, a financial advisor that deals with these larger amounts of money knows only too well that your concerns are quite different. They are also better prepared to help mitigate any surprises.
That's why you need Signature Financial Security...
Signature Financial Security is a professional, independent wealth management firm in Calgary that focuses on clients investing seven figures. Being independent, Signature Financial Security is not tied to any particular suite of financial products and provides unbiased comprehensive retirement planning and wealth management advice.
...and Mike Robinson
Mike Robinson, principal of Signature Financial Security, has years of experience focusing on the financial needs of affluent clients and also holds his Business degree in Investment Finance. Having been an advisor to other financial advisors and having other financial experts as his clients, he is very adept at investing in the high-end market, particularly in the non-RRSP market, and can delve much more in depth than the typical advisor.
Mike uses leading edge technology to develop your unique financial security plan that puts you on the path to achieve your financial objectives, while managing the complexities of being self employed and having seven figures to invest.
Your financial security plan will allow you to run multiple scenarios and better prepare yourself for the future. In addition to current assets Mike includes all factors such as other savings, pensions, government benefits, inflation, and changes in life such as downsizing your home or acquiring recreational property. In other words Mike develops an ENTIRE Plan, not just one for investments.