134 Armour Cres. Ancaster, Ontario L9K1R9
phone: 905-648-7762 | fax: 905-648-0141
kevin@kevinobrienandassociates.com
Your first step will be to create a “financial snapshot” of your current situation. This is to construct a baseline of where “you presently are financially” so a plan can be assembled to get you to where you’ll want to be when the time comes to retire. To help you organize the things you need we have assembled a checklist of items to gather together. Once you have the all the pieces we’ll be in a great position to set goals and formulate a plan and get you on the path to achieving them.