Retirement Planning
Everything you do – from mapping out your education and certifications to launching your career and advancing in it – is driven by the hope of securing a better life for you and your loved ones. But amidst all this planning, have you considered your life after work?
Neglecting to plan for retirement could put all the hard work you've invested in your career at risk, leaving you with more uncertainty than clarity. A poorly prepared retirement can lead to financial stress and turmoil, rather than the freedom and fulfillment you've worked so hard to achieve.
How We Can Help
Retirement 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 a tailored 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 plan: We’ll work with you to create a retirement plan that aims to address them. 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 planning approach is to make your transition to retirement as seamless and stress-free as possible.
- Support you in pension and benefit decisions: We’ll be here if you need advice on Government or Employer pension and benefits: 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. Our financial professionals will 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?
