Pre-Retirement

Before Your Retire

Retiring from your employer is a major life event. Before you voluntarily retire there are a number of things you need understand and be comfortable with prior to taking that leap.

You need answers to some important questions:

  • Have I saved enough?
  • How can I minimize my taxes?
  • Can I afford to retire?
  • Will I run out of money?
  • Am I going to be OK?

We will:

  • Review your pension plan options
  • Review health benefit options and assist you in making the right choices
  • Provide independent unbiased advice that will help you achieve your retirement income goals
  • Assist you with understanding the investment choices that you have at retirement
  • Determine your risk profile and retirement goals with our comprehensive Investment Policy Statement process
  • We will clearly outline your sources and the amount of your expected retirement income

All of this will be done in a clear yet comprehensive manner so that not only are you comfortable with your decision to retire you are confident with your choices.

Give us a call or contact us to arrange a no-cost initial meeting.