Our Approach
Process
Specialities

Specialities

RETIREMENT COACHING**:

During our private coaching consultations, we will help you address a comprehensive array of financial considerations to plan for your retirement years. In retirement, as in life itself, money isn’t the only thing that matters. So, we take a holistic approach that encompasses consideration of family, health, lifestyle, and community issues.

It all starts with transitional planning. We conduct a financial check-up, a pension plan assessment, plus a valuation and analysis of your insurance policies and employment retirement package. We will review and update your current retirement plan, and show you how to generate more tax efficient income.

If you are planning for retirement, we discuss your reasons for retiring, your degree of readiness, where you plan to live, what you plan to do, and what you want your retirement to be like. We offer coaching on budgeting and lifestyle matters.

If you have already retired, we discuss your degree of satisfaction with your current lifestyle and your financial standing in depth.

Estate and tax planning are absolutely essential. If you have not already done so, we will help you establish a Will and Power or Attorney. We will review any health issues that might need to be addressed, and how long you expect to live.

Family trusts and private foundations are considered, and, if you have a family business, we will discuss its sale or its role in your retirement years.

Legacy planning is near to many people’s hearts. The period of retirement affords you the luxury of planning a legacy to add meaning to your life and shape the way you wish to be remembered. We will offer guidance about philanthropy and charitable giving.

After our review, in concert with our team of legal, estate planning, accounting, and investment experts, we prepare a preliminary assessment of our findings and recommendations for future action.

**Insurance products and services offered through Blackmont Insurance Services Ltd.