Until the most recent of generations, living to age 70 was both a lofty achievement and for those who lived beyond; a nightmare for most.
The mere fact that average life expectancy has risen well beyond age 80 in the last 100 years is staggering.
Statistically we are living longer, healthier lives than any generation since the dawn of the human race. Advances in technology, healthcare, food production and fitness ensure that humankind continually pushes the envelope as to what “old” is.
But you knew this already.
What you may not know, is that the last five, six or seven decades have not had any impact on the building of portfolios to help people live these relatively long lives with any kind of financial stability necessary for a long-term retirement.
Policies and regulation from decades past basically guarantee the average Canadian does not have a financial plan that is ready, willing , able or even suitable to provide incomes and/ or protection of savings to see people through their 80’s & 90’s let alone their Centenarian years.
Financial Value Inc. strives every single day to break the shackles of bad policy and works to change the way capital is built within every portfolio, and every client we work with. Rich or poor, young or old; our goal is the same:
Get you to age 100 and beyond, with money in your pockets.
With the proper combination of:
Active management of investment portfolios
Proper tax planning
Wealth accumulation & protection via insurance programs
You can build an efficient capital base that can see you through your 100th birthday and leave a lasting legacy for your family & community.