Our Clients.
“We simplify and organize your financial life so you can focus on your retirement, dreams and goals well in advance with a properly structured retirement plan that is critical to your success.”
Your biggest desire is to live long in peace, be happy and not worry about a financial or health setback in your golden years. Your biggest fear is outliving your nest egg or not having a long term care plan.”
Clients in Retirement
Reaching a great milestone? Perhaps thinking of working part time? What about, when you get your Pensions?
Retirement planning is more than collecting a pension or two and picking a date for retirement…
What is the allocation of all your retirement nest eggs?
Are all the available credits and deductions available to you and your Spouse?
Do I have adequate resources for my retirement lifestyle needs today and for my lifetime?
Are you approaching or in retirement and need some guidance?
How we help you:
We help you establish your expectations and and provide you with peace of mind or areas needing improvement
We engage your desires and fears about this stage so you can feel ready and comfortable
We also establish and review your plans for your legacy
Benefits available to you:
Simplification of your financial nest egg
Cose attention to any costs
Monitoring of any major risks/setbacks
Retirement income plan for the next 25-40 years.
Your retirement is close… is this change causing you some anxiety? you’re not alone…
We spend our time helping you with establishing your expectations going into retirement. We also analyze the hard data to provide peace of mind or areas of improvement.
With specialized training in all the retirement income phases, we assist clients every year by reviewing their goals, concerns, government benefits and pensions to manage the wealth and tax burden every year.
Further, we establish your estate planning goals, and help you get the required legal documentation and succession plan started. You may be still in “work mode” reaching your retirement without having done proper visualization or preparation for your dream retirement.
Services include: Consolidations of your assets/multiple accounts, close attention to your investments fees/costs, setting up new plans with your end goals in sight. Close attention to managing the risk of major set backs and we establish a plan with income and preservation as your priorities for the next 25 to 35 years.
Services available to you
We review your current picture and determine whether your current situation matches your needs. Part of what we do for you is review your pensions, integration with government benefits and pensions, a full health/long term care assessment, tax impact annually and your legacy wealth plan.
Drawing a retirement income?
Reaching a great milestone? Perhaps Thinking of working part time?
What about, when to get your pensions?
Retirement Income Planning is more than collecting a pension or two and picking a date for retirement…
What is the allocation of all your retirement nest eggs?
Are all the available credits and deductions available to you and your spouse?
Do I have adequate resources for my retirement lifestyle needs today and for my lifetime?
Contact us to set up a meeting to discuss your financial goals and needs.