Advisory: Financial Health Assessment
On a routine basis, Mark Kenmir & Co. will undertake a financial health assessment to assess any risks and inefficiencies you may be exposed to. This includes but is not limited to:
- - Do you have adequate wealth protection?
- - Are your assets protected?
- - Are you operating your business in the best structure to suit your individual
- circumstances and the changing tax, economic and regulatory landscape?
- - Do you have adequate business succession planning in place?
- - Do you have adequate estate planning in place?
- - Do you have a will in place?
Please contact Mark Kenmir & Co. for more information or to arrange a meeting with one of our advisors for your financial health assessment.