Business philosopher and author Jim Rohn says, The Legacy we leave is a part of the ongoing foundations of life. Those who came before leave us the world we live in. Those who will come after will have only what we leave them.
Duncan Robinson has competed in over 100 triathlons, 24 marathons and numerous road-racing events (5k’s, 10k’s, half marathons). I stay active to challenge myself so I can face the mountain, as I like to say. It’s my driving energy as a financial advisor so i can dedicate my purpose in life: helping clients reduce their exposure to risk, and ultimately plan for retirement.
In his family, I’m the third generation in the field of life insurance. I didn’t understand the value of life insurance until after I was sidelined for nearly 18 months after the loss of my son from leukaemia. This devastating, emotional loss made me realize the imperfection of life. The impact on my retirement was significant after this loss.
We don’t know what’s around the corner, but we can be better prepared for life’s imperfections with the help of insurance products. I help clients understand how well-designed risk-management plan supports their goals and dreams, creates wealth, defers taxes, distributes their estate and magnifies their legacy
Insurance is an integrated tax planning system too shoulder your risk and plan for tomorrow. I’m a strong advocate of educating people and helping them understand how estate and tax planning can create a legacy, and continue to protect, support, and encourage others to further what is important to you.
Life is imperfectly perfect, but with the right financial advice, you can find our how to take control of your investment planning for your business and loved ones. I call this empowerment — and I can guide you on how to put this in place.
This is my story of what happened to my son Michael.
Here’s How To Prepare For Your Sudden Impact…
You already know you want your family.business to be looked after in the event something should happen to you. The confusing part is knowing and having the correct mechanisms in place to protect your family and estate.
That’s where we come in. We help clients like you have the necessary planning in place so you can leave the legacy you wish.
Step 1: We invest 60 minutes meeting with you to identify you risks, strengths, and opportunities. We discuss any roadblocks to achieving your goals and analyze you situation.
Step 2: We help you discover any gaps and build a plan to help you achieve you short and long-term goals and dreams.
Step 3: We take it form here and review and monitor your financial security plan regularly to help insure it continues to meet your changing needs.
Most people spent more time planning their vacations then they do preparing for their retirement and possible Sudden Impact. I’ve discovered eventually everyone (no one is exempt) has their Sudden Impact.
Now you can ensure your family/business is looked after should the unthinkable happen to you.
I’d be delighted to send you a copy of my latest book
Duncan
