Retirement Planning

By looking at the many aspects of what retirement means to clients and building a plan to assist in reaching the goals set out in the discussion. We look at not just the financial aspect of retiring; but, housing, mental and lifestyle goals of each client.

Statistics consistently show a slow and steady decline in confidence that they will be able to afford to retire — especially if they want to continue with their current lifestyle.

A 2011 report from the U.S. Employee Benefit Research Institute (EBRI) found that two out of five people aren’t all that confident about how they've prepared for the future. Similarily, a poll from the Associated Press found only 11 per cent of baby boomers in the U.S. felt they could afford to retire in a way in which they'd be happy.

Holistic Retirement Planning