Services for Those Approaching Retirement
Stay Ahead of the Game
Five years is the minimum runway to establish a plan for your retirement; not just financially, but just as importantly, gaining clarity of the activities, people, and purposes you intend on enjoying. More than half of our clients are either within five years of retirement, or are already retired. We’re experienced here. These are the main areas we can help you with:
Get Confident.
“Can I even retire?” is the most common question we get asked. We’re professionals at flying high giving you an unobstructed birds-eye-view, not just of your finances, but of the common blindspots most folks have as they get ready for retirement. Get confident.
Clarity of Action.
There’s a finite distance on this runway before take-off. We wrote the pre-flight manual and will help you with every step as you prep for retirement. No theory to bore you; just clear actionable steps to ensure you can soar. Let’s get you there!
Minimize Taxation
For many, the years leading up to retirement are the years with the highest individual earning yield. Our focuses at this point are to ensure that you’re maximizing government benefits, paying the least amount of taxes, and ensuring sustainable cashflow.
From taking care of family and pursuing that bucket list, to philanthropic endeavours and exiting a business, planning for retirement has innumerable moving parts where time and effort deserve to be front-loaded in order to simply know – know that you and your loved ones are ready for your transition into the freedom you’ve earned. If you’d like to learn the steps you’ll need to take, don’t hesitate to reach out to us. No pressure, no sales. Just clarity and actionable steps.