The Big, Over-Arching Questions

We believe that there are two threshold wealth planning questions from which all other important wealth planning questions arise.

1. Will I make it?

Most people can’t even define what “it” is.

“It” refers to specific life goals (buying a home and/or a second home, educating your children and/or grandchildren, be able to retire “on-time”, creating an income in retirement that you cannot outlive, leaving a meaningful legacy, etc.) and funding those goals.

So, it’s understanding where you are now, calculating what you will need to achieve those goals, by when the funds are needed, and exactly what you need to do to get there.

By crafting a written, wealth plan with you, we can help get you there from here.

2. What are my blind spots?

We can’t stop bad things from happening to good people. That said, we can certainly help mitigate the fallout when something goes bump in the night, making a difficult time, a bit easier to handle.

To help you identify those things that need to be locked down and help guide you on how to best do that, we have created an extensive checklist with scores of sub-questions.

Curious about either, or both, of these threshold wealth planning questions (or the scores of specific sub-questions that branch off from them), please contact us.

Meeting with us is free. We won’t ever attempt to “sell” you anything. You are under no obligation what-so-ever. And you just may walk away with a few good ideas.

Disclosures

Trust services are provided by third parties. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in consultation with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC Wealth Management should be construed as legal, accounting or tax advice.

Clients should work with their Financial Advisor to develop investment strategies tailored to their own financial circumstances. Past performance is no guarantee of future results.

Nick Lennon, NMLS # 1930535 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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