05 Jan 2019 | Retirement Planning

Six Steps to Retirement Planning

Retirement planning can be challenging; there are so many things to consider before the day finally comes around and we want to make sure you are prepared and ready.  We’ve outlined what we feel are six steps to retirement planning success:

  1. Have a written plan that merges life priorities with your financial resources
  2. Consolidate your income. Keep your assets with one advisor to avoid style drift – a divergence from your investment objective. Layer different sources of income in the most efficient manner
  3. Structure your income in order to preserve valuable tax credits and government benefits
  4. Create efficient cash flow by investing your income producing assets wisely
  5. Implement efficient solutions for health cost risks and wealth transfer strategies

Talk to us about a complimentary comprehensive review of our six steps to retirement planning and how they apply to you.  We will break down each step into a smooth and easily understandable plan that is unique to you and your situation.

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Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.

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Our Expertise

Rather than offer our clients generic, mass-market financial solutions, we work exclusively with a small number of privileged clients who benefit from the expertise of skilled wealth management specialists. With our professional qualifications, we are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions.

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