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Retirement

A Focus on Retirement

We see retirement as an exciting new stage of life. A fresh start. Today, retirement is less about retiring from work and more about retiring to something you love. It’s an opportunity for personal growth: a chance to travel, learn and enjoy more leisure time. For many, retirement is a chance to try a new line of work, launch a business venture, or orchestrate a blend of work and sabbaticals.

Regardless of where you are within the retirement planning process — whether you’re just planting the seeds or beginning to reap their rewards — we will help you prepare for a fabulous future. We don’t just look at your money: we look at everything that a meaningful life should embrace: family, learning, work, adventure, and a legacy.

It’s a fact that people who feel financially and emotionally prepared for retirement tend to be healthier and more optimistic than those who have not made adequate plans. We can assist you in planning for every aspect of your retirement so you can enjoy peace of mind.

Retirement Coaching

During our private coaching consultations, we will help you address a comprehensive array of financial considerations. In retirement, as in life itself, money isn’t the only thing that matters. So, we take a holistic approach that considers 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 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.

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 of 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.