(250) 752-4712
stan@moneymanfinancial.com

ESTATE PLANNING

WHY IS ESTATE PLANNING IMPORTANT?

Estate Planning
Who
Priorities
Who
  • Age 65 and over
  • Increased net worth
  • No longer working or working part time
Priorities
  • Mortgage is paid off
  • Little to no debt
  • Staying on budget
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Long-term care
  • Premature death
  • Make a will
  • Consider powers of attorney
  • Making sure health insurance is adequate
  • Estate planning
Learn More

Contact Us

Moneyman Financial Inc.
Stan Livingston
Financial Advisor
Tel: (250) 752-4712
Email: stan@moneymanfinancial.com

Please contact us for our office address.

About

The foundation of any financial plan is recognizing that every person, individual or business owner is unique. Stan’s goal is to provide personalized solutions to each of his clients that reflect their needs, their situation and budget, and review these periodically to ensure their plans continue to measure up to their stated goals and objectives for the future.

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