Building a foundation
Building a foundation
What would happen if you needed cash?
What would happen if your health failed?
What will your retirement be like?
What would happen if you die?
A sound financial security plan should protect you against uncontrollable events such as disabilities or death while helping you plan for controllable events such as buying a new home and retiring comfortably. This is based on four cornerstones of financial security planning:
Financial security at death
Retirement
Liquidity
Disability and critical illness