Your Legacy plan deserves personal attention
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CONCIERGE SERVICES | YOUR LEGACY PLAN CUSTODIAN
 
As a busy and successful professional, finding the time to set aside and oversee your own financial interests, is often at the mercy of having to work endlessly, in the business, itself and there never seems to be enough time to work on what matter most, your legacy plan.
Budovitch Legacy Planning Inc. recognizes this is a major road block to achieving financial independence and certainty about your legacy future. This is why we have created a new "Concierge Service"  exclusively for all our clients. It's more than peace of mind. It's having a custodian as your Legacy Plan concierge so that you can relax and enjoy.
PERSONAL SERVICE 
Your professional business steals time from your personal life, your loved ones and your own lifestyle interests. The result it often a disorganized file drawer, filled with statements, contracts, notes to yourself and a bunch of business cards, all intended to be “worked” upon, when you get time. But does that ever happen? Our personal service will give you back precious time, to enjoy the fruits of your success.
Now you can have access to an exclusive service we provide to all our cleints. A personal service that rewards you every day.
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PORTFOLIO X-RAY ANALYSIS 
Budovitch Legacy Planning Concierge Services, takes over where you left off.  We will extract from your “files” all relevant and critical information about your available assets. We will review them in intimate detail and conduct an “x-ray” analysis of their performance, the past, their present value and what you can expect in the future.
We will share with you our findings and present recommendations that align to your objectives and, most of all, offer a solution that gives you back precious time, to enjoy the fruits of your success and life itself.
the CONTINUOUS DAY TO DAY MANAGEMENT 

We will simplify complex statements and deliver a full and comprehensive understanding of what impact your current money is having on your assets and share with you the “what if you do nothing”, the “what if you do the wrong thing”, and the “what if you make the right choice”, scenario's.

Furthermore, Budovitch Legacy Planning “Concierge Services” ™, provides for an entire inventory portfolio of all of your personal assets, investment assets and portfolio data, financial institution accounts and records, life insurance and health policies; personal and business legal documentation and credit card data. We are in short, the custodian of your entire financial portfolio and archive. The data is held in a secure server and is also held in bond , with our legal representatives, for duplicate security.
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LIFETIME CONTROL

Budovitch Legacy Planning Concierge Service™, is a completely comprehensive service program, that is offered exclusively to every client, without any monthly or annual charges, indefinitely, as long as the client remains in force as a policyholder or an investor.

Budovitch Legacy Planning Concierge Service™, exemplifies the promise of Clarity, Commitment, Certainty, and Control, that is delivered to each and every client. Each day.
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[fa icon="phone"]  1.416.849.1337

[fa icon="envelope"] info@budovitch.ca 

[fa icon="home"] 1700 Langstaff Road, Suite 1001, Concord ON L4K 3S3

BUDOVITCH LEGACY PLANNING INC.

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Copyright 2024 | Budovitch Legacy Planning Inc.
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