Value of Certified

Financial Planning

for the Life you Want

Brian Weatherdon MA, CFP, CLU, CPCAAuthor, Speaker, Financial Planner.

Aligning your Wealth & Life to overcome fears andsecure your income, lifestyle, & comfort to age 105

Your life goals & dreams . . .

• What income and lifestyle will you achieve?

• What are your goals for financial freedom?

• How will money last for middle- & later years?

• Will life seasons and changing health increase financial needs at some point along the way?

See in Slideshare: “Health inflation crushes retirement dreams”

What about your investments?

• Can you avoid losing 30-50% in bad markets?

• Will you average 4%? 6%? 8%/year forever?

• Can you capture returns 3% above inflation?

• Can you guarantee life income to age 105? See http://www.guaranteedincome4life.ca/blog/life-income-mandates/

In a Business• Value of professional accounting, legal,

business valuation, team to sell business.

• What if you sold for 30-70% below value?

• You have what I call a stewardship team for your business. Would you want less for the wealth you get from selling your business?

• See & subscribe... “Exit Strategies for Business” http://www.guaranteedincome4life.ca/blog/exit-strategies-for-business/

For your Pension

• Discussing the facts on your pension is vital to safely choose: (i) the fixed income pension or (ii) consider a personalized arrangement.

• Many pensions are under-funded. This means they may pay less than you ever saw on paper. It could mean a drop of 20%, 50%, or more!

• See & subscribe, “Exit Strategies from a Pension” http://www.guaranteedincome4life.ca/blog/exit-strategies-from-a-pension/

Investing your Inheritance

• Certified guidance is especially vital for people inheriting family wealth. Legal and investment issues often & easily arise to steal 50% to 100% of peoples’ inheritances within 3-10 years.

• See resources (last slide) to help protect your inheritance & guide your future wealth. Align it with values of dear ones who bequeathed it to you, & enlarge your personal values & dreams.

Don’t lose Lottery Winnings

• Professional guidance is your #1 safeguard to prevent losing the wealth lady-luck brings you. Resources (see last slide) can help you sustain and celebrate your winnings!

• People have 0% of winning and 100% of losing everything in 1-3 years – becoming losers – unless they learn to use values and processes to lift them up as winners-for-life. (See final slide)

What future do you want in life?

• Some people have no idea what future they want or how to enjoy retirement. If that’s you, click below for the video, “Visioning your Retirement Lifestyle” to help you design your future lifestyle, activities, joys and comforts

• Click, dream, and write your own future:

http://www.guaranteedincome4life.ca/resources/visioning-your-retirement-lifestyle/

Safeguards for Income to age 105

• Brilliant people on their own have lost wealth and income they should have secured for life!

• Millions have lost wealth with unregistered, unlicensed, uncertified advisors and rogues.

• Life Income Mandates is a process to align wealth management with the life you choose, supporting perpetual and increasing income.

See http://www.guaranteedincome4life.ca/blog/life-income-mandates/

Abundance in all Life’s Horizons ...

• Life isn’t a flat-line. Future seasons will hold opportunities and misfortunes, both requiring the wealth to support your needs & lifestyle.

• Life Horizons Analysis is a vital way to assess the income you’ll want in early, mid, and later retirement years. Security & flexibility are always vital as life continues to progress.

See & subscribe: http://www.guaranteedincome4life.ca/blog/life-horizons-analysis-assuring-income-life/

Key questions to guide your future

• If you were thinking to “do it yourself” are you professionally qualified/certified to do it?

• If your planner lacks recognized certification, is her/his service proven by common sense and public agreement? Are they studying/nearing certification?

• Do you want to reduce costs, secure your results, and own a life-style oriented “Certified Financial Plan”?

• Who can you reach to discuss possible gaps in your planning? What resources will help you?

Resources to help get what you want

• Experience this website to help focus on your future: www.GuaranteedIncome4Life.ca

• Get 5-star book, Amazon/Kindle/bookstores: “A Lifetime Of Wealth – And How Not To Lose It” http://www.amazon.com/Lifetime-Wealth-how-not-lose/dp/1489579540/ref=sr_1_1?

ie=UTF8&qid=1380311791&sr=8-1&keywords=a+lifetime+of+wealth+--+and+how+not+to+lose+it

• Visit www.ALifetimeOfWealth.info