With long term planning as the goal, our CSFP takes a proactive approach to retirement planning and senior care. Some factors include:
• How much money you will need to retire?
• How long you should continue to work?
• Whether or not you need to sell property or other assets?
• How much insurance coverage you will need?
• How much money will you receive from government programs?
• Based on lifestyle, how much will it cost you to live once you retire?
• As you age, how long your savings will last?
Our certified financial planners will help you develop a customized plan to live comfortably on your retirement savings and government programs.