Retired

Here is the unfortunate truth about this demographic. 

By the time you get here, it is likely that your advisor has or is soon to retire and you have or will be sold off as part of a "book of business". 

You may have previously had a relationship with someone, but most retirees have become just a number to our industry.

Most aren't where they need to be, but even if you are, it is still important to have financial counsel. When do I pull? How much? At what time? Which assets do I liquidate first? Which one should continue to grow? Do I still have an insurable need? Should I be utilizing any of the equity in my home? 

When you meet with our team, we'll help you navigate these questions, and: 

• Use existing investments to generate a consistent tax-effective income,
• Discuss lifestyle strategies so you can enjoy the fruits of your labour, 
• Execute an effective generational wealth & legacy strategy; and
• Set a best and worst-case scenario 'next phase' budget.

Our goal is to build a plan that provides clarity on exactly what it will take for you to not outlive your wealth, while protecting and supporting your loved ones.