Transition to Retirement

The best time to start planning for retirement is in the 10 years preceding it, but it is never too late. In the years leading up to retirement you should take the time to sit down, alone or with your spouse, and map out what you'd like your life to be like after work. I am here to help facilitate your discussions and help you consider issues that you might otherwise not have thought of, such as health related concerns or cross border issues. Remember that retirement is very personal what works for your best friend may not necessarily be the right decision for you. Having these discussions will help you plan out, what should be, the best days of your life.

As you have spent a lifetime working and saving to accumulate your nest egg the obvious question to ask yourself as you enter retirement is "now what?" How will you use these funds to help support your desired lifestyle over what may be a thirty or even forty year period?

I strongly believe that all investors entering retirement should have three goals in mind for their funds:

1. Preserving your Capital.

2. Generating a consistent and respectable level of income.

3. Hedging out inflation risk through a rising stream of income.

By focusing my efforts on helping my clients map out their retirement and achieve these three goals I will attempt to give you the peace of mind required to enjoy your retirement years while not having to worry about funding them.


Please click here to review 'Discretionary Management' section or click here to arrange your consultation today.

 

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