Pre-Retirement

Pre-Retirement Preparation

Part of the financial planning process is determining how much income you will need at retirement. This is a valid concern and may play on your mind throughout your working career.

We have developed a proprietary process and document that will visually provide the answers to these very important questions.

  • How much do I need?
  • How much income will my pension plan provide me?
  • How much income can I expect from government pensions -CPP and OAS?
  • What other sources of income do I have?
  • How much can I withdraw so that we won’t run out of money?
  • How can I minimize my taxes?

Give us a call or contact us to arrange a no-cost initial meeting. Remember that beginning sooner rather than later can have a very positive impact.