Success is about just two things. Building the assets you want and protecting the assets you have. There are other important types of success... but for money, this is it...
Financial planning has become very complicated these days. So complicated, that too many people avoid it altogether. It's an understandable response but the consequences can be devastating and heart-wrenching. There are serious financial challenges today. Consider this....
- Most Canadians are just days away from bankruptcy, regardless of their income.
- The average retirement savings account today barely covers a couple years income.
- Your biggest monthly bill is to the Tax Man and almost nobody does anything about it.
- Most Wills remain unfunded so family dreams will die with the dreamer.
- Many Canadians live without an income safety net to protect them from disaster
It doesn't have to be that way anymore.
Hi, I'm Bill Westmacott, President of Fivefold Wealth Management.
You can build your nest egg and protect your family with our unique Five-Pillar approach. We'll also help you protect your greatest asset and the one that just doesn't get enough attention today... Your "earning power". Protecting your earning power is like protecting the goose that lays the golden eggs. You don't just insure the eggs. You have to protect the goose. Like the old story goes, take away it all and as long as you have your health you can get it back. And if you don't have your health, you can have it anyway if you take our approach.
Discover How:
- You can have short, medium and long term resources that will help you relax about money.
- You can make interest work for you and stop it from working against you.
- Your family can be sure the plans you work out together will happen.
- You can be sure that your income stream won't be cut off by an unexpected blockage.
- You can make all these plans work together to cut your tax bill with our approach.
- This doesn't have to be for other people. This can be for you... and it can be today.
There's more. We have a solid network of Alberta and BC Lawyers, Accountants, Mortgage Brokers, Banking Consultants and other financial specialists that we coordinate for you. We take your financial goals seriously and give you all the tools, expertise and experience you need to make them a reality.
Public Speaking, Lunch and Learns and Seminars: Please contact me for dates and time availability.
Did you know that:
- There's an excellent reason to never have more than $5,000 in a bank account earning interest. We can tell you why and how to avoid the problem.
- You can make your home work for you to create tax refunds and an extra income with NO extra cash coming out of your pocket. Your money can work as hard as you do.
- Protect your RRSP deposits regardless of how large they are using Segregated Fund Contracts.
- You can convert your nest egg into an income for life at 5% withdrawal after age 65.
- You can diversify your wealth by participating in high quality and well researched Exempt Market Product opportunities with some of Western Canadians premiere companies. Ask me about Mortgage Pools, Mortgage Bonds, Raw Land, Development Projects, REIT's, Private Equity Investments, Super and Flow Through Shares and Limited Partnerships. Minimum deposits starting from $5000 depending on the project. CASH*RRSP*RRIF*TFSA Eligible
This is not a solicitation to purchase securities, which is being made under an Offering Memorandum that details risk and is available on request. Mortgage investments are not guaranteed. Returns may fluctuate and past performance may not be repeated.
- You may be wasting your money on your lender mortgage insurance when there is a much better option you may not have heard about. We know the secret.
- Your income replacement benefits can be totally tax free.
- You can receive $25,000 and up to 2 Million dollars tax-free if you suffer a stroke, cancer, heart attack, bypass surgery or one of 20 other illnesses.
- The only time to prepare for a wonderful retirement is today. Doing it when you need to is like trying to buy a life jacket when the boat is sinking.
These are just a few of the ideas individuals, business owners and professionals can take advantage of to help protect them and their families. We can help you too.
But, we have to get started. In today's world of National Do Not Call Lists and ultra privacy, the easiest way is for you to email or call me so we can set up a convenient time to talk. Even email me a request to call.
There's no sense having all these good ideas unless they can help. They can help you, like they have helped hundreds of others. Click here and have me call you today.