Individuals

Below is an overview of the services we offer to individuals and families.

Early & mid-career

  • Personal planning
    • Savings plans, investing, cash flow management, insurance, debt management.
  • New family planning
    • Planning for: wedding expenses, child education funding, new home, moving & relocation, estate planning.
  • Career planning
    • Workplace retirement plan strategy, employee benefits explanation, stock options.

Pre-retirement

  • When can I retire?
  • Retirement income projections.
  • Retirement healthcare planning and projections.

Post-retirement

  • How can I enjoy my money in retirement?
  • Retirement income management.
  • Distribution strategies.
  • Managing unexpected expenses in retirement.

Individuals in Transition

  • Divorce.
  • Death of spouse.
  • Major career change.
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