+15 Years: Re-Orientation
Over the course of 15 years, your lifestyle is bound to change, either in ways that are unexpected or in ways for which you’ve prepared.
We work with retirees in this segment of the timeline in order to re-orient your plans to suit your current needs, your evolving finances and your new goals.
Our services for retirees include:
- Adjusting to personal and economic changes
- Revisiting tax and estate strategies
- Evaluating your goals and financial needs
- Introducing new solutions including succession and wealth transfer