Business philosopher and author Jim Rohn says, The legacy we leave is part of the ongoing foundations of life. Those who came before leave us the world we live in. Those who will come after will have only what we leave them.
Duncan Robinson has competed in over 100 triathlons, 24 marathons and numerous road-racing events (5k’s,10k’s, half-marathons). I stay active to challenge myself so I can face the mountain, as I like to say. It’s my driving energy as a financial advisor so I can dedicate my purpose in life: helping clients reduce their exposure to risk, and ultimately plan for retirement.
In his family, I’m the third generation in the field of life insurance. I didn’t understand the value of life insurance until after I was sidelined for nearly 18 months after the loss of my son from leukemia. This devastating, emotional loss made me realize the imperfection of life. The impact on my retirement was significant after this loss.
We don’t know what’s around the corner, but we can be better prepared for life’s imperfections with the help of insurance products. I help clients understand how a well-designed risk-management plan supports their goals and dreams, creates wealth, defers taxes, distributes their estate and magnifies their legacy
Insurance is an integrated tax planning system to shoulder your risk and plan for tomorrow. I’m a strong advocate of educating people and helping them understand how estate and tax planning can create a legacy, and continue to protect, support and encourage others to further what is important to you.
Life is imperfectly perfect, but with the right financial advice, you can find out how to take control of your investment planning for your business and loved ones. I call this empowerment – and I can guide you on how to put this in place.