We believe that wealth is much more than money, it’s your ability to do what you want, when you want and how you want.
We do our best to jump over the moon for our clients when they are contemplating retirement, we ask probing questions to get a good grasp of their deepest dreams and uncover any concerns entering retirement. This is one of the biggest lifestyle changes for our clients. Whether you plan to travel to visit family, travel for pleasure, take up golf, fishing, long walks with your love, build a cottage on the lake and kick up your feet, it requires careful planning.
We build a plan that helps our clients plan for the huge lifestyle changes retirement creates, allowing them to be more prepared. After-all, retirement, like most things in life, is much more than money.
Obviously we need money to live through retirement, and we build plans to ensure our clients maximize the money they have, but we also help clients mange their upcoming life changes, which in our experience is a very important psychological part of retirement. Like any goal, being prepared is the way to go. Live Life Confidently, call a CFP Professional today!