Retirement and Estate Planning
Your Vision for the Future
Retirement Planning
Retirement goals and timing are different for everyone. At the same time, we all need a plan to reach our dreams. Whether you just want to be debt-free and live simply or travel the world in style, we can help you craft and achieve your vision. We work with you to:
- determine your Financial Independence Number
- shape a vision of what retirement looks like for you
- preserve what you’ve worked so hard to accumulate
- maximize what you receive from the government in retirement
A Plan for your Legacy
Succession and Estate Planning
Thinking about the future also means thinking beyond your future. Whatever your wealth may be – a home, prized possessions, savings or a business, they are your legacy. Planning today for how you want things handled in the future is essential to protecting you and those you love. We can help you:
- establish the must-have essentials (Wills, Power of Attorney, Representation Agreements)
- understand how to minimize Probate and reduce taxes owed by your estate
- have a sense of control when passing on a business to a successor