Retirement Planning
Achieve and maintain a comfortable retirement.
An expert team of advisors.
Whether you're years away from retiring, close to retirement or already retired, a comprehensive plan and expert advice are critical in building and protecting your retirement dream.
"One of the most important choices you can make is the decision to work with a trusted financial advisor. Being an active participant in your retirement planning can give you the discipline to stay on the path to achieve your desired retirement lifestyle."
The Simpson Wealth Management Group is there every step of the way, delivering the strategies, service and solutions that you may need to help achieve or maintain a comfortable retirement.
Our retirement planning solutions can be ideal if you need help:
- Projecting your retirement needs and the steps required to achieve them
- Creating diversified, tax-efficient retirement income with your nest egg
- Protecting your wealth with the right balance of risk and reward
- Keeping track of your savings goals and portfolio performance
- Considering the tax advantages of holding certain investments outside of an RRSP
- Planning when to withdraw from your investment accounts tax-efficiently
- Designing a tax-smart estate plan for a quick and efficient transfer to your loved ones
- Safeguarding personal assets and your family's lifestyle from adverse events
- Building an enduring legacy with your capital, time and passion
- Planning family income-splitting strategies
For more information, discover our Retirement Checklist,
or, please contact us.
