Wealth planning in this new chapter of your life involves many decisions you haven’t faced before. However, with our help, you’ll find that your financial life during retirement goes smoothly.
Stay informed. We’ll educate you on each new topic so you feel comfortable, not intimidated.
Explore options. When a wealth planning matter arises, we’ll outline the available options. For example, say that a retiree wants to give financial support to grandchildren of varying ages. The first choice is whether to give funds now, leave an inheritance or both. If it’s now, will the funds be for education costs, a down payment on a home or any future use? If it’s an inheritance, will grandchildren be named in the will or designated as beneficiaries of a life insurance policy or a registered plan?
Be well-advised. If a decision is simply based on personal preference, we’ll let you know. When a solution depends on your unique financial situation and goals, you can trust us to recommend the product or strategy that best meets your needs.
