It has taken you your entire working carrier to build the assets and pension required to sustain your lifestyle at retirement.  Risk is truly a four letter word at this point in life as guarantees for growth and income become a priority, and the legacy we have created for our family moves to the forefront in our thoughts.  Now more than ever, it is essential that our lawyers, accountants and other financial advisors are working together in a cooperative manner towards a well documented plan.

Questions at this stage in life can include:
  • Do I have enough saved to retire?
  • How do I integrate my company pension into my retirement plan and what options are best for me?
  • How can I ensure that I am able to afford to stay in my home even if my health declines?
  • How can I protect my income and assets from downturns in the markets?
  • How can I reduce the taxation and probate on my estate?
  • How  can I create and leave the type of legacy that is important to me?

Through a combination of financial services and planning techniques designed specifically for retirees, and our internal and external specialists dedicated to team based financial planning, we can help you build and protect the assets you have worked so hard to accumulate.

 
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