Estate Planning is not just for the rich !

When was the last time you had an audit of your financial affairs ? Yes a AUDIT !  MANY PEOPLE GET BUSY LIVING LIVES , RAISING FAMILIES , BUILDING COMPANIES AND FORGET TO PLAN THEIR OWN LIFE .We see weekly disasters waiting to happen because the planning people are doing or have done are in isolation . They buy product and rarely look at the effect it has on their big plan . Worst yet , people do not have a big plan . Yes we are paid to provide clients with products but we do much more then that . This week we were in a joint meeting with a group of professionals and one felt that he was a TRUSTED adviser . I explained whet my role is to the clients and it extends thousands of miles beyond simply placing a product . We wear many hats and have to me well rounded to provide you with advice .