You are here because you have recently retired or you’re thinking about retiring in the near future.
In either case we have good news for you. We will assist you by providing independent, unbiased advice to help you achieve your retirement income goals. We understand that retiring from your employer is a major life event, and now, more than ever, your assets need to be kept safe and invested wisely to provide enough income for an enjoyable retirement.
In our fee-based program we do not receive commission for the sale of products. This enables us to focus all our attention on advice that is in your best interest. If we recommend a change in your investment strategy it is because it will benefit you – not us. Furthermore, it will be suited to your risk tolerance, based on your current comfort level.
For Those Currently Retired
Are your investments under-performing? Do you need guidance or recommendations to help maximize your income streams? Whether you are presently working with an advisor or not, we are happy to provide you a second opinion and ideas for improvement.
Contact us to find out how we can help improve your retirement.
Soon To Be Retiring
If you are investigating retirement it has been brought about from a choice you’re making or as a result of circumstances beyond your control. In either case you are making a wise decision to seek professional advice.
The choice to retire comes with many uncertainties:
- Have I saved enough to retire? Will my nest egg will produce enough income to start retirement now.
- How much is a reasonable amount to spend each year? What if I outlast my money?
- How should I invest? I need a good return but I can’t risk losing my nest egg.
Retiring due to an unexpected termination, downsizing or corporate move drops uncertainties into your lap that can be very stressful and complicated. If a severance package is involved there may options as to how you choose to accept it and the wrong choice can have significant tax implications.
Relax – we’ve helped others though this before. We’ll review your severance package, advise you as to the best course of action and even help you fill out the forms in regards to pension choices and retirement savings.
Contact us. We can help structure your retirement regardless of your situation.
Tip – Planning in advance is almost always better than delaying decisions.