Sadly, while we focus most of our efforts before we retire, we often forget to plan for “life after work”!

Why Retirement Planning is Important

What will your retirement look like? Could we run out of money in retirement? Are we investing in the right places? How much will we need in retirement? Will Government and Employer pension plans cover us through retirement?  

If we don't plan for retirement, we'll never be able to prepare for it. And an ill-prepared retirement is bound to be one filled with financial stress and chaos!  Fail to plan, plan to fail!

What We Can Do For You

For our clients, retirement planning doesn't start at retirement. It starts much before! Our Retirement Planning service takes a long-term view of your financial wellbeing. We use a life-cycle approach to ensure your “Life after work” is as well-planned as your life prior to retirement.  We want you to enjoy the most successful and meaningful retirement possible. 

Here's how we help you as part of our Retirement Planning service:


  • Retirement planning consulting for individuals, businesses and non-profits:  We offer assistance with helping you determine the best type of retirement plan for you, or your business, or organization, and provide help implementing it with and for you and your business or organization.  (IRA, ROTH, SEP, SIMPLE, 401k, 403b, Defined Benefit plan, etc). For info hit the button at the bottom of the page.

  • Your personalized retirement planning strategy: Everything we do for you centers around four pillars - Helping you plan prior to retirement; Planning for sufficient income during retirement; Planning to safeguard yourself and your Nest Egg against potential catastrophes; and Planning for your legacy.

  • Understanding your goals: Through a personalized approach, we learn what your retirement goals are. Planning for a meaningful retirement, you need to know where you currently stand and what is needed to get you to where you want to be.

  • Developing the plan: We work with you to create a retirement plan that addresses all your questions. When done, you'll know what you'll need (income) to fund your desired retirement lifestyle, what your investments will generate; and know how to bridge the shortfall – if any.

  • Implementing the plan: As you move closer to retirement, we work closely with you to ensure your plan is implemented in an orderly manner. The goal of Retirement Planning is to make your transition into retirement as stress-free as possible.

  • Supporting your decisions on pensions and benefits: We provide 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 services aren't done yet – not by a long shot! 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. When you need advice, we and all allied specialists work together on your behalf!

  • Ongoing reviews: Retirement Planning ensure that we maintain an ongoing relationship with you. We monitor and review your retirement plan, and consult with you frequently about any changes or updates needed to address your evolving retirement lifestyle needs.

Contact Us To Get Started