As well as helping you to make your money go further, L.I.K. & Associates Inc. will help you protect your income and assets from unexpected events, such as the inability to work through serious ill health or injury, and erosion from tax and inflation.
Our approach to financial planning covers many areas of advice. We can offer you income and asset protection solutions, techniques to maximize your investment opportunities and tax efficient ways of managing your money.
Protecting Assets external factors
It’s a good feeling, knowing that you’re building up a savings reserve. But there’s a chance you may be able to do more with it. L.I.K. & Associates Inc. can work with you to ensure your savings are in the right place. Through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can check that you’re taking advantage of applicable tax breaks. And if you’re just starting out, they can create a tailor-made plan to suit your situation and goals.
After all, it really does pay to keep a close eye on your savings. Inflation rises can have a significant impact on rates of return, and potentially beneficial changes to tax allowances can go unused. Once you’re on track, we can help make sure your savings continue to head in the right direction.
Protecting against the unexpected
When you’re used to a certain standard of living, it’s reassuring to know there are ways of maintaining it, should you become unable to work. L.I.K. & Associates Inc. can draw on a range of protection products from market-leading providers, to create a solution that’s tailor-made for you.
We can also make sure that your assets remain the work of a lifetime, and are not eroded by the taxman. Through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can advise on asset protection and recommend tax-efficient investment plans.