Retirement Planning
Everything you do — from planning the education you would like to acquire to starting a career and managing your career progression — is done in the hopes that you and your loved ones can have a better life. But in all your planning, have you remembered to plan for life after work?
If you fail to plan for life after work, all the effort you’ve put into your working life may be jeopardized, and you may be left with more questions than answers. And an ill-prepared retirement is bound to be one filled with financial stress and chaos, instead of life-enriching experiences and freedom.
How We Can Help
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
- Understand your goals: Through an intensely personalized approach, we discover what your retirement goals are. Whether it’s travel, a new hobby, or spending more time with the people you love, we’ll help you strive for your ideal retirement.
- Analyze your current position: To plan a meaningful retirement, you need to know where you currently stand. We’ll help you build an in-depth financial inventory to use as part of our retirement planning process.
- Develop your plan: We’ll work with you to create a retirement plan that aims to address them. When we’re done, you’ll not only have a better understanding of your investments, and what you need to fund your retirement lifestyle, you’ll also be better equipped to handle any shortfalls.
- Implement your plan: As you move closer to retirement, we’ll work with you to ensure the plans are implemented in a phased and orderly manner. The goal of our retirement planning approach is to make your transition to retirement as seamless and stress-free as possible.
- Support you in pension and benefit decisions: We are happy to assist you in understanding the options available on government or employer pension and benefits, how to apply them, what to do with your funds, and much more.
- Partner with you in retirement and beyond: A long and fulfilling retirement requires considering multiple facets of your finances, including health care, long-term care, insurance, legacy planning, and charitable giving. Our financial professionals are here to work with your trusted advisors and other professionals to ensure you are making well-informed decisions across all facets.
- Provide ongoing reviews: We’ll continue to review your retirement plans, and consult with you about any changes or updates needed to address your evolving retirement lifestyle needs.
