We complement your expertise and provide laser focus on the priorities that matter most.
- Have I identified the pros and cons of my company pension plan?
- Am I maximizing my company savings plans?
- Can these plans ensure I maintain my desired lifestyle at retirement?
- Am I assessing my risk tolerance correctly?
- Have I properly allocated my assets between corporate and personal plans and is it tax efficient?
- Do I have an exit strategy for company stocks and options?
Retirement & Estate Planning
- Do I have taxable liabilities that need coverage? (i.e. insurance)
- Have I accounted for the loss of corporate benefits at retirement?