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“If the only tool you have is a hammer, everything looks like a nail”

                                                                                    Abraham Maslow

Insurance is a financial tool. There are broad categories of insurance; the skill is in knowing which type of insurance is the appropriate tool to achieve a given goal. If you buy life insurance when your economic risk is disability (not death) you are using a financial hammer when you need a financial screwdriver. There are similar issues on the savings or asset side of the planning process; buying an RRSP to save tax when your income is not high enough is like using a table saw when the job needs a jigsaw. Wood gets cut but the result is not pretty.

At Peter Brown Inc. we work with financial tools. Our goal is to find the right financial tools to achieve the goals of our clients. We start by getting to know our clients and their goals and values. We then introduce ideas to accomplish those goals and once the client identifies with the ideas we start to discuss the financial tools that help move ideas into practice and make the goals achievable.

Our clients are typically business and professional families who are interested in achieving life goals and quality of life for all members of the family using a family business as a cornerstone in the planning process.

This website is divided into areas:

• financial tools
• ideas (often presented in a case format)
• we have a feedback area, we’d love to hear from you
• tips for goal setting 

Education is a fundamental value at Peter Brown Inc; we hope you will learn some things as you travel through our web site and we hope you will get some ideas. If you want to learn more, or if you need help in achieving your life goals please call us. We work with other professionals across many disciplines to help you and your families achieve their full potential.

You are invited to visit my blog at www.100yearco.com