Retirement & Income Planning
Everything you do – from planning for college, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life. But in all your planning, have you remembered to plan for life after work?
If you have started to build your nest egg, and want to know if you'll have enough, we can help you work to find the answers!
How We Can Help
Retirement Income Planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
- Understand your goals: Through an intensely personalized approach, we discover what your retirement goals are. Whether it’s travel, a new hobby, or spending more time with the people you love, we’ll help you strive for your ideal retirement.
- Analyze your current position: To plan a meaningful retirement, you need to know where you currently stand. We’ll help you build an in-depth financial inventory to use as part of our retirement planning process.
- Develop "Your Income Plan": We’ll work with you to create a retirement income plan that aims to address your monthly needs. When we’re done, you’ll not only have a better understanding of your investments, and what you need to fund your retirement lifestyle, you’ll also be better equipped to handle any shortfalls.
- Implement your plan: As you move closer to retirement, we’ll work with you to ensure the plans are implemented in a phased and orderly manner. The goal of our Retirement Income Planning approach is to make your transition to retirement as smooth and seamless as possible.
- Support you in pension and benefit decisions: We’ll be here if you need assistance with Government or Employer pension and benefits: guidance on when to apply, how to apply, what to do with your funds, and much more.
- Partner with you in retirement and beyond: A long and fulfilling retirement takes multiple facets of your financial picture into consideration: health care, long-term care, insurance, legacy planning, and charitable giving. We'll be here for you when you need advice in any of these areas.
- Provide ongoing reviews: We’ll continue to review your retirement plans, and consult with you about any changes or updates needed to address your evolving retirement lifestyle needs.
Ready to take the first step in creating your plan for life after work?
