smart state strategies vancouver

Protecting Your Retirement

I would like to offer you the opportunity to participate in an exercise that may help you identify and protect your current or future retirement lifestyle from a significant financial risk.

The Exercise

This question is part of my Estate Planning Seminar, and will help you identify how extended family can pose a financial risk to your retirement lifestyle.

I have two questions I am going to ask you – take 30 seconds on each question. You may find it helpful to put a mark down each time you think of an individual or family.

Click on the link below to access this thought provoking exercise, you are not required to submit your answers or provide any personal information.

Protect Your Retirement »
(410 kb .PDF file)

Contact Us

To set up a no nonsense confidential review to determine if our Smart Estate or other proven financial strategies will work for you, contact us at 1-800-665-7707 or Email