Achieve your goals with a tax-efficient retirement plan
Everyone has different goals for their retirement: sleeping past sunrise, babysitting grandchildren, travelling to warm destinations, and, above all, the freedom to plan your days around what you want to do, not what you need to do.
There is one thing that every retiree or near-retiree needs so they can comfortably enjoy retirement, and that’s a comprehensive retirement plan. Luckily, Marilyn Trentos – Vice President, Portfolio Manager, & Wealth Advisor – and her team, can free you from the complexities and day-to-day details of managing your wealth for retirement. They’ll build your complete retirement plan, so you’ll be able to pursue your personal wants while they take care of your financial needs.
Our team can help you address the various wealth management needs that come with retirement, such as:
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Replacing salary or business earnings with steady streams of retirement income;
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Ensuring your Will and beneficiaries are up to date so your assets transfer exactly as you wish;
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Selecting the right executor and exploring estate and trust services to handle the extensive administrative duties;
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Implementing tax-efficient wealth transfer strategies, including the use of trusts and insurance
With our team’s guidance, you can take comfort knowing you are receiving expert wealth management and attention so you can focus on enjoying your retirement.
