Why

Living a long life also requires special planning.  As the average lifespan continues to lengthen it is important to plan effectively as your retirement nest egg may need to last for potentially 40 years.  Sound investment strategies, and products like life-long annuities can guarantee that your retirement income lasts as long as you do!  To find out how these strategies fit into your current plan ask us.

How this works with your larger financial plan & goals

Life is a journey and we all go through many different stages.  Over time our priorities shift and change.  My job as an advisor is to balance your priorities and try to protect against the unknown.

At the opposite end of the spectrum we could live TOO LONG and exhaust our retirement nest egg.  This is the second key aspect of establishing a sound financial plan, and probably the one most people focus on.  With medical advances life expectancy is getting longer.  This means that saving for a comfortable retirement is even more difficult as retirement could last 25-40 years.  So it is important to have a sound investment plan and protect our capital while still earning enough to meet our retirement goals.  I welcome the opportunity to discuss tax efficient strategies with you.

In summary it is important that we consider all aspects and we welcome the opportunity to review YOUR current plan. Knowing you have your ‘angles covered’ allows you to focus on living your life.