Retirement Income Planning, Calgary
Think Outside Your Portfolio with our advanced retirement income strategies designed to provide income for the rest of your life, without the guesswork or risk of outliving your money. If you want to organize your sources of income in the right order and most tax-efficient manner talk with one of us.
Creating Your Retirement Roadmap
Advanced Retirement Income Planning Strategies
Wouldn't it be nice to have a retirement income plan telling you where to take your income from and in what order so that you pay the least amount of tax? Would you like to enjoy retirement knowing exactly how much you can spend while not having to worry that you may outlive your money? To have this you need to enlist the help of an advisor who "Thinks Outside the Portfolio" We work with clients with a minimum household portfolio of investments of $350,000 who are either in retirement or planning to retire in the next few years. Perhaps you have done well growing…
Guaranteed Lifetime Income
Do you want to have an absolute, positive guarantee that you'll never be poor? The research is conclusive: Retirees with guaranteed lifetime income are happier and experience a greater degree of retirement satisfaction because they are not worried about outliving their money. During retirement, you have to de-risk your portfolio and reduce the market exposure of your investments so that you can ensure you do not run out of money. Check out: Annuities & Retirement Happiness How we HELP you Create Guaranteed, Predictable & Tax-efficient Lifetime Income: Ensure…
Resources for Clients
Just search the web and you will find some horror stories about travel insurance. If you're traveling outside of Canada in the next little while make sure you understand what you have for Travel Insurance. Here's a couple of tips: 1. ) Check your coverage. If you are depending on the coverage through your Credit Card or group plan at work read the fine print. There are limitations to this coverage, especially with the maximum days per trip you will be covered. 2. ) Make sure you have the Travel Card with you or the policy number along with the 1-800 number so that you…
Your Advisors for Advanced Retirement Income Planning
Finance Articles
Advantages of Charitable Giving
Well, It's beginning to look a lot like Christmas. . . . and Christmas is the season of giving! I want to provide you with some valuable information on the advantages of charitable giving. The first advantage is that it is good for your health. …
Advanced Retirement Income Planning Seminars
Our next seminar on Creating Retirement Income with Annuities with special guest Nathan Amor from Sunlife Financial on January 22, 2019 @ 7-8:30pm Location: The Ranchman's Club 710 13th Avenue SW Send an…
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