Pre-retirement
Pre-Retirement
One of the most common questions we receive from clients when they first contact us is, “When can I comfortably retire?” For most people, that’s a very difficult question to answer. Fortunately, through our collaborative financial planning process, that’s exactly what we can tell you! We help people who are preparing for retirement define a clear strategy to pursue their retirement goal.

As part of that process, we will help you answer key questions such as:
- Defining realistic retirement spending needs
- Required savings to manage those spending needs
- Suitable investment strategies that can give you the highest probability of success
- Identify risk factors within your portfolio and know the risks you are taking
- Minimize taxes
- Maximize retirement income
- Have a cushion for unexpected expenses
- Maximizing your estate and leaving a legacy to your heirs/charity