by Securityfinancial | Jul 6, 2017 | Leo's Blog
It is widely thought that the advisor-client relationship is pillared around the wealth accumulation stage of the investment cycle. Although this represents a large portion of the client experience, many clients spend 20 or more years in retirement which is why it is...
by Securityfinancial | Oct 16, 2013 | Leo's Blog
You worked hard to plan for the future and in the process we developed a sound investment plan moving forward. But what would happen to all your plans if you had a heart attack or stroke or were diagnosed with cancer today or a few years from now? How would your...
by Securityfinancial | Aug 29, 2013 | Leo's Blog
I wanted to bring to your attention an area of interest that is becoming front and centre for existing clients of mine. Namely, risk management. I am not referring to risk associated with the equity markets, rather the risk associated with the loss of an income on the...
