Which to Insure First…the Goose or the Golden Egg?

When planning for the future, it is best to insure the goose, of course. A golden egg is great, but it will never multiply, while the goose can lay more eggs. Rick McQuiston, Chartered Financial Consultant, likes to use this analogy with his clients. He tells them though, that neither a magical goose, nor a golden egg, is needed to begin life and financial planning.

Although life and financial planning may sound like something only for those with great wealth, in fact, it is important for everyone with a family for whom they care. Whatever the plan…college planning, financial planning, estate planning, wealth management, life insurance…the goal is to ensure support for self and family no matter what the future brings.

McQuiston and his life and financial planning management services are recent additions to S.S. Nesbitt & Co. The venture gives S.S. Nesbitt customers a one-stop shop for insurance needs, a rarity in the business. Clients can now leverage McQuiston’s expertise on how to “create and grow wealth, protect and preserve wealth, and plan the distribution of wealth during life in the most tax-advantageous way.”

What to Expect from Rick McQuiston

A visit with McQuiston leaves one feeling inspired. He reviews a simple questionnaire about current life situations and future dreams, and he provides a projection of one’s financial future and how best to achieve or change it. As a Chartered Financial Consultant, McQuiston will put together a team of accountants and attorneys who will work for the client and prepare all proper documentation.

Once a plan is set in place, McQuiston recommends frequent review. Impulsive changes are never smart, but careful reordering in response to time, taxes, inflation, etc. can keep a well-set plan on the right track.

McQuiston worries about so many people relying on Social Security to provide for them and their family. He believes the ability to earn income is a person’s most important asset and that anybody out of school and earning a living should be planning for the future.

For more information on planning and preparing for the future, contact Rick McQuiston at S.S. Nesbitt & Co.

Rick McQuiston, CLU, ChFC
S.S. Nesbitt & Co., Inc.
205.243.2368 cell
205.262.2701 fax

Investor Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc., a registered broker-dealer, and member of FINRA & SIPC. S.S. Nesbitt & Co., Inc., is independent of ProEquities, Inc.