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Looking Forward to 2006
As we head into 2006, it’s a time to reflect back on the year’s successes. It is also a time to look ahead to 2006 and anticipate what the future holds. While we’re thankful for a thriving 2005, Bensman Risk Management is not one to rest on its laurels. We see the upcoming new year as a time to focus on goals and plans for an even more prosperous 2006.
For us your future is something we take very seriously. We would like to ask you to take this time to focus on your future and take stock of your financial plan. As your trusted advocate, we suggest evaluating your assets and risks and assess if your plan is on track with your future goals.
We want to encourage you to be certain that as you head into the New Year that you have properly addressed the three key issues concerning your assets. Here are some helpful questions to ask yourself:
1. Protection: Have you properly identified your most valuable assets and are they properly protected against loss? Our goal is to provide you with solutions to best manage and protect your wealth. Do you need a risk analysis to assess any unknown exposures to protect yourself and your loved ones?
2. Accumulation: Do you have a practical strategy and plan for saving, accumulating assets and increasing your net worth? If you do, have you recently evaluated your plan’s performance and strategies? Has anything changed in your life that would require a change in your plan?
3. Distribution: Do you have an updated will and estate plan that properly reflects the distribution of your assets in the event of your death? Have you appropriately aligned your values with your philanthropic and charitable giving interests? Do you have a strategy in place that fully leverages tax advantages?
As a cornerstone advisor to you and your family, we can help you address any of these issues and look forward to expanding the relationship upon the strong foundation in which it was built. Your business and support are always appreciated, and with our continued commitment to you, we look forward to the opportunities to serve you in the New Year.
To each of you, best wishes for peace and health in the coming year.
All the best,