Life Planning ascertains whether your assets (such as investments, pensions and properties) will be sufficient to met your needs in the future. This is done by illustrating your lifetime cash flow in the form of a graph. Once areas of financial need have been identified, yoru BROADSTONE adviser can provide financial planning to meet these needs. Life Planning answers questions such as:
Can I afford to fund my children's education?
Will I be able to continue my current standard of living in retirement?
Can I afford to buy a new home or a holiday home?
Will my family be financially secure if I suffer a serious illness or were to die?
Can I afford to make gifts to my children and grandchildren?