What We Can Do For You

Our Retirement Planning service takes a long-term view of your financial well-being. For our clients, retirement planning doesn't start at retirement. It starts much before! We use a life-cycle approach to ensure your "Life after work" is as well-planned as your life prior to retirement.

Here's what we do for you as part of our Retirement Planning service:

• Your personalized retirement planning strategy: Everything we do for you centers around four pillars - Helping you plan to achieve your financial goals prior to retirement, Planning to ensure you have sufficient Income during retirement, Putting plans in place to safeguard your Nest Egg and yourself against potential catastrophes; Planning for your legacy.
• Understanding your goals: Through an intensely personalized approach, we understand your retirement goals.
• Analyzing where you are at: 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.
• Developing the plan: Remember all your questions on your mind – largely unanswered? Well, we'll work with you to create a retirement plan that addresses every one of them. When we're done, you'll not only know what you need (Income) to fund your retirement lifestyle and what your investments will generate; but you'll also know how to bridge the shortfall – if any.
• Implementing the plan: As you move closer to retirement, we'll work closely with you to ensure the methods are implemented in a phased and orderly manner. Our Retirement Planning approach aims to make transitioning into retirement as seamless and stress-free as possible.
• Supporting you in making decisions on pensions and benefits: Our retirement planning professionals will be right there when you need them, with help and advice on pensions and benefits (Government or Employer): Whether to apply or not? When to apply? What to do with those funds…and much more.
• Looking out for you in retirement and beyond Our Retirement Planning service isn't done yet – not by a long shot! When you need our advice, our specialists will know precisely how to respond! To live a long and fulfilling retirement, you'll need help with many other facets of your life – Health Care, Insurance, Charitable Giving, and Legacy Planning.
• Ongoing reviews: Our Retirement Planning service ensures that we maintain a long and enduring relationship with you. We'll continue to monitor and review your retirement plans and consult with you frequently about any changes or updates needed to address your evolving retirement lifestyle needs.