Imagine your ideal retirement. Does it involve travel or time with grandkids? How about difficult financial decisions or the fear of outliving your savings? We didn’t think so.
Our job is to take the strain out of those decisions. We want to make sure that your income is set up to accomodate your desired lifestyle, that it is protected given your tolerance for risk. We consider the tax-efficiency of your stream of income and how we can help you keep more of the money you have earned. Finally, we want to ensure that your wishes are protected when it comes time to pass on your legacy.