Retirement Planning Specialties

PRIVATE
CORPORATE STRATEGY

MANAGING
AN INHERITANCE

PENSION
DECISIONS

We can help you plan, time and execute your pension to maximize your retirement goals. The decision to retire is life changing, there are so many decisions to make that will affect the rest of your life.

DIVORCE
SETTLEMENTs

A Retirement Income Specialist can help you preserve your assets, protect you in future relationships and create a comprehensive retirement income plan while you are facing divorce settlements.

Retirement Income Planning is a process, not a one-time event. There are actually three phases of retirement.

Your retirement plan is not complete unless you plan for all 3 phases of retirement.

Retirement Income Planning is about dealing with all of the decisions you need to make prior to retirement as well as the ones in retirement. It's taking into account things like taxes, pensions, and cash flow and managing risks like health, longevity, and inflation. 

We call the 3 phases of retirement Restart, Relax, and Reflect.

Each phase has distinct needs that must be addressed in order for you to be able to have choice in your future.

 

RETIREMENT INCOME PLANNING CAN PROVIDE SIMPLE SOLUTIONS TO COMPLICATED PROBLEMS.

Your retirement needs to be designed to allow you to have choices in your life. It is an exciting time period to plan for so you want to make sure you have choices along the way if your needs or wants change. It’s your money and your life. You can design it the way you wish. Health care risk can be managed, so you can live the life you want.

To view our brochure, click here

 
unbiased.png
 

Fee-Only Financial Planning