Confidently preparing for retirement

Emotions surrounding retirement can range from jubilation to uncertainty. Many questions arise about finances and beyond. As you enter this phase in your life, you’ll have different concerns than those you faced in your primary earning years. We call this the Retirement Red Zone.

We believe successfully traversing the Retirement Red Zone will determine your quality of life over the next 20 or 30 years. It’s both the most crucial and risky time to invest. You will face many unforeseen risks like living longer, inflation, healthcare costs and uncertain markets. Some unknowns are easier to protect against than others. You’ll require an experienced guide who can forge a path tailored to your needs.

Planning with us can help you withstand the risks you can’t control. We can help you determine what is most important to you and assess any headwinds likely to impact your goals. We’ll also collaborate with your legal, accounting and insurance professionals on important matters such as estate planning, life insurance and long-term care.

No simple calculator or rule of thumb can give you an accurate strategy to fund your future, because your retirement is unique to you. With the right preparation and guidance, we believe retirement can be one of the most enjoyable and fulfilling times of your life. Let’s get started.

  • Case study: Pursuing an ideal home for retirement

*The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.