Will Your Cash Flow Be Enough To Support Your Retirement Goals?
There’s nothing more daunting than anticipating life after your career. And, for many Canadians, there is an added concern of how to handle their CPP and the details involved. At Cash Flow in Retirement, we'll work to align your current circumstances with your long-term aspirations.
For years, I’ve served the greater Toronto area by bringing asset development and protection together to address the bigger financial picture at hand. Often, the discussion leads to what role insurance plays in financial planning and options for you to ponder. Financial planning should support personal pursuits and your cash flow for the years ahead.
A Relationship That Prioritizes
Your Long-Term Objectives Through:
As your advisor, my goal is to help arrange your sources of income to be both tax-effective and reliable for you and your spouse throughout your retirement years. Through consistent communication and understanding your risk tolerance, I will earn your trust and confidence. For example, I do not charge for my time with you if you ask me to manage your retirement assets. Also, there are no charges on deposits or withdrawals to the funds I will recommend to you.
The projections that I develop and discuss with you will provide you with a roadmap showing how your income meets your retirement living costs. As changes in performance of your invested assets and your expenses occur we will discuss any changes that make sense to you.
It is critical that we discuss how you and your spouse visualize retirement. Some want to give back at least some time and perhaps even donate some funds to a charity or non-profit. Our clients have taken extensive cooking courses, learned the intricacies of woodworking, traveled the world and more. No matter your goals, we’ll guide you to achieve them.
