Because people are living longer today, the possibility of going 30 years without a paycheque takes careful planning and disciplined investing. We can help you with every phase of planning for your retirement. During your working years, the accumulation phase, we’ll develop and monitor a wealth accumulation plan based on your specific goals and objectives. As you approach retirement, in the pre-retirement phase, we’ll assist you with critical decisions regarding retirement plan options and tax planning. Then once you are retired, we will determine tax-efficient income and wealth transfer strategies designed to help you in retirement.
Many of our clients have embraced implementation of the Bucket System, which George McConechy discusses in his book, If Money Could Talk. This methodical approach helps us to ensure you have the retirement income you need, while minimizing erosion of your assets due to taxes and inflation. To learn more about this approach, watch George and Scott’s interview with Sybil Verch, Senior Vice President, National Director Wealth Management Raymond James Ltd.