Estate & Retirement Planning

Through a personalized approach, we will discuss your retirement goals. Whether it’s travel, a new hobby, or spending more time with the people you love, we’ll help you strive for your ideal retirement. In order to plan a meaningful retirement, we will work with you to build a plan that aims to address your goals so in the end, you have an in-depth understanding of what you will  need to fund your retirement lifestyle and be better equipped to handle any shortfalls.

As you move closer to retirement, we’ll work with you to ensure the plans are implemented in a phased approach through each stage of your life to make the transition towards retirement as seamless and stress-free as possible. Our support also covers other facets of planning:  government/employer pension and benefits, health care, long-term care, insurance, legacy planning, and charitable giving