Choosing the right insurance company for you is one of the most critical steps in managing your insurable risks. It means asking all of the right questions and thoroughly investigating your options.
Death is inevitable – and sooner or hopefully later, we are going to die. Before we do, we should take some actions to put our affairs in order.
The purpose of investing is to improve our future circumstances or future lifestyle.
Without proper retirement planning, you can be faced with a significant cut in your income at retirement, requiring dramatic changes to the lifestyle to which you have become accustomed.
Everyone needs a financial plan for their life, from those with ten dollars to those with ten million. Life takes money – whether you plan or not.
Are you covered against the primary critical illnesses, such as cancer, heart attack and stroke that can cause emotional and financial distress?
Your broker works for you – not for the insurance company.
Estate planning can have a lasting impact on your family – though not as much as not doing it.
Most of us will live a long time in retirement – possibly as many as 20 years, without generating income through employment.
You will need 4 to 10 times the amount you paid for your house to enjoy a comfortable retirement.
Using a broker doesn't cost you more. Often it can cost you less because brokers have knowledge of the insurance market and the ability to negotiate competitive premiums on your behalf.
Building net worth over a lifetime requires prudent planning and the implementation of sound strategies. Insurance is an important element of any sound financial plan.
Credit, like a knife, is neither good nor bad – it depends on the use to which it is put.
Cash management is the understanding and analysis of what you earn, what is deducted (e.g. taxes), what you spend and what you save.
Diversification is the process of helping reduce risk by investing in several different types of individual funds or securities and works hand in hand with asset allocation.
At Lashley Financial, we take a comprehensive approach to understanding your needs and your goals.
One of the key aspects of the process is the relationship between you and us. The process is about collaboration from the start. We listen to you to develop a personal or business solution that is based on your own situation and circumstances.
Then, we work with you to develop practical solutions — grounded in our access to the full range of products and services from the leading providers and partners — to put your plan into action.
With Lashley Financial, you are assured of:
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More than you want and less than you need
Often, in the seminars and workshops we do, we are asked about the purchase of whole life insurance vs buying term life.
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