Financial Planning is about solving one core problem:
Will your money outlive you or will you outlive your money. Will we be ok?
Can we live the life we want, when we want and know we are on course as we head towards and into our retirement years?
Ensuring a retirement with dignity, choice and peace of mind – this is what most people want when looking to answer the question ‘Will we be ok?’ Everything else discussed in financial planning is a peripheral issue to this core notion – will we be ok?
An income stream you cannot outlive – this is the essence of what most people need when they think about retirement planning
How we go about solving the problem of ‘will we be ok’ is a process where we:
- Get clear on what YOUR goals are for retirement; what dignity, choice and peace of mind specifically mean to you.
- Devise a plan to put your assets and income to work to move from where you are to where you want to be.
- Keep you on the plan. The best laid plans count for naught if they are not followed. We keep you honest, supported and on track
- Protect and insure – if the worst does happen, you want to know your family is taken care of.
- Enjoy and refine – planning is a fun process when done properly; it is liberating and freeing, not painful. As you progress, your plan refines.
- “What do we want our life to be as we wind down our career?”
- “What costs are we going to have bear during retirement?”
- “What investments will we need to properly fund these costs?”
- “How do we protect ourselves against a lifestyle that will cost more each year?”
- “How do we protect each other and the kids, if something did happen to one one of us?”
We help you answer these questions, the core elements of financial planning and support you each step of the way.
Can you do everything that is required to set up a successful, enduring retirement plan on your own without the right education and experience? Or would you rather talk to a planner today?