We believe it’s important to plan for retirement at an early stage in an investor’s life cycle. Our team produces retirement projection plans, using a number of assumptions (investor profile, level of savings, desired standard of living in retirement) and client goals. In our opinion, a financial plan is a tangible way for clients to assess their financial situation and if necessary, make necessary changes to meet their short, mid and long-term objectives.
Here are some questions that a retirement planning exercise can answer:
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