To get your free retirement analysis and decide if I can help you improve your retirement income, start by booking a 15 minute phone call.
Why: To help you evaluate the value of our services and make an informed decision about working with me.
What: I will show you how to make your retirement income more stable and dependable and how to reduce your tax burden before you commit to anything.
Who: People who are nearing or into retirement, who have roughly enough investments to support themselves.
No cost or obligation
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Start with a 15 minute call
Your Free Retirement Analysis
1. Schedule a call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. You wouldn’t visit an optometrist to discuss your diet. If we’re not the right fit, I will happily refer you to another professional.
2. Discovery meeting
It’s important to understand your unique situation and personal needs before giving advice. The next step is to meet (in person or online). During this one-hour meeting, I will ask a lot of questions to understand your specific situation, your goals and motivations. I will also describe the strategies and tools I can offer and how they will work for you. At this point, you can choose to work with me, or take some time to think about it. Either way, I will provide a written analysis that will answer:
- Are your investments positioned to produce income?
- Is your income optimized for tax efficiency?
- What level of guarantees is most suitable for you?
I am looking for a long-term working relationship with my clients, so there will never be any pressure to say yes.
3. Retirement Analysis
After we agree to work together and I commit to confidentiality, I will request a few important documents. I will use this data and modern financial planning software for the analysis and to form the basis of a retirement income strategy that is tailored to your needs. I will apply my 15+ years of experience, relevant research by experts, financial planning software and tax modelling software to put together a strategy that will produce stable, dependable, tax-efficient income that will last your lifetime.
4. Review the Strategy
With a retirement income strategy prepared, we will have a second meeting (in person or online) to review our recommendations and adjust as needed. In plain English, I will explain exactly what you can do to improve your retirement plan. After this meeting, I will prepare the necessary documents and help you to complete them. We will then determine a schedule to stay in close communication going forward.
Start with a 15 minute call
How Do I Know If I’m a Good Fit?
I specialize in creating stable, dependable, tax-efficient retirement income from investments and provide the greatest value to:
- People who are retired or plan to retire within the next five years.
- You have saved and invested enough to support yourself in retirement. I can help you determine whether or not it will last.
- People who want to rely on the expertise of a professional to know that their retirement income is dependable.
Not quite ready to schedule a phone call? That’s OK!
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