Retirement - or as we prefer to say, financial independence - is one of the most important life events you experience, and getting it right takes planning. Making sure you have a comfortable retirement from a personal and financial perspective is a long process that takes years of following a plan. A plan that requires continuous monitoring of income vs spending, as well as balance sheet growth, composition and protection. Even when you have reached your financial goals, managing your retirement lifestyle prudently is still an ongoing process that lasts the rest of your life.
Integrated in our process is certainly an appreciation and reliance on what the “numbers” in a retirement plan say. However, for us, designing a great plan must also include a deep understanding of your true wants and aspirations for yourself and your family.
Given our experience, tenacity and attention to detail, we are particularly well positioned in addressing the complexity of building a retirement plan, its implementation, real-time monitoring and ultimate success. In turn, we greatly assist with helping you feel more financially secure and most importantly, experiencing the achievement of your financial independence.
Multi-scenario balance sheet & cash flow projections
Review and optimization of any individual and corporate retirement accounts
Updating retirement plan beneficiaries and filing of plan documents, where appropriate
Ongoing tracking of balance sheet and income/expense, and periodic reports of progress towards retirement plan goals
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