Thom & Associates Financial Planners
Estate Planning, wealth management, Financial planner
The 5% guarantee plan is an investment account:
That gives you a minimum of 5% guarantee on your deposits each year there are no withdrawals from your account during Pre-Retirement.....and gives you a guaranteed lifetime benefit amount in Post-Retirement.
And even better it resets every 3 years to the higher of 1) account's market value or 2) the GMWB value (deposits +5% annually).
As with all segregated funds: This product offers creditor protection, bypasses probate and can be dispersed as you wish much like a trust document.
Call us at 250-862-RRSP (7777) to see how this product could work for you.
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Protection Today While Planning for Tomorrow - At Thom & Associates we can help you determine your insurance shortfalls (if any) and find the best product at the best price to fill them.
Who needs a robo-advisor when you can talk a real professional for free. At Thom & Associates Financial Planners we never charge a fee for service. Everyone welcome - let's get your financial plan started.
Home of the Stressless RRSP, Thom & Associates offers guaranteed segregated funds for RRSPs, TFSAs, RRIFs, locked in investments and Registered Education Savings Plans (RESPs).
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