Chris Mossing » Financial Needs Analysis

Financial Needs Analysis

FINANCIAL NEEDS ANALYSIS

It is a Strategic Validation

Creativity to enhance your well-being

This document, prepared by Planist Ltd., is the result of a reliable and effective strategic validation applied to your personal situation. It was prepared with information gathered by your advisor.

Clients have their own objectives in regard to personal finances and each client is unique. This is why Planist has developed a series of strategic validations to meet individual requirements.

The financial needs analysis is designed specifically for those interested in the financial well-being of their loved ones in the event of a premature death.

In the analysis, three different aspects are studied: short term needs (liabilities), long term needs (standard of living replacement) and finally, lump sum for future projects. The validation offers great calculation flexibility: rate of return on investment, inflation rate, standard of living replacement duration with or without depletion of capital.

Depending on the results of the analysis, your advisor will be in a position to recommend efficient strategies to secure your present situation in order for you to reach financial protection for your heirs.

Since your financial security comprises a number of interrelated elements, such as taxation, savings management, risk management and estate planning, Planist strongly recommends that you obtain a complete picture of your financial position by requesting a comprehensive and integrated financial strategy simulation. Planist will then seek out the best possible advice to meet your needs.

I hope you will find you own unique document interesting and effective in solving your family’s peace of mind now and into the future!

CALL ME TODAY to discover own personal unique plan today, or simply to find the best term insurance rates possible for you and/or loved ones.

Chris Mossing

Performance Financial Services Inc.

Financial Security Advisor

(306) 956-3835 chrismossing@performancefinancial.ca

Attention: The results of this strategic validation are based on the information provided by the financial advisor. Planist Ltd. ensures that any tax advice provided is lawful and that the mathematical calculations used to illustrate this strategy are accurate, but it is not in a position to verify the specific data appearing in this document.