Retirement Planning

After working hard your whole life, it’s only natural you wish to live out your retirement years financially independent. Start now to ensure there’s a fully-funded retirement account waiting so you don’t spend your senior years being rich in time but short on finances.

To start, we help clients identify sources of income and estimating expenses, including compensation and medical plans. We then draw up long-term plans for capital preservation and/or liquidation.

It’s the rest of your life, so don’t gamble on high-risk manoeuvers. As a general rule of thumb, you should be saving 20 percent of your income for 20 years before retiring. Talk to us about investment strategies with tax benefits to see how we can help you meet your retirement income goals.