Is Your Retirement Plan Built to Last?

Introducing our Retirement Readiness Assessment, designed to help you gain clarity on your financial future.

This complimentary process answers the three biggest questions retirees ask:

Do I have enough to enjoy retirement without worry?
Am I paying more in taxes than I need to?
Is my portfolio set up to support my retirement goals?

These answers are delivered in your personalized Retirement Roadmap, giving you the confidence to navigate this next chapter of life.

How It Works

Step 1: Quick Phone Call

A 15-minute chat to see if we’re a good fit. If not, we’ll happily connect you with someone better suited to your needs.

Step 2: Discovery Meeting

We’ll discuss your goals, concerns, and financial situation. You’ll leave with a clear picture of what’s working, what’s not, and what can be improved.

Step 3: Expert Analysis

Our team will review your finances to answer critical questions like:

Can your savings handle a long retirement?
Are there ways to reduce your taxes?
Is your investment strategy right for your stage of life?

Step 4: Personalized Action Plan

We’ll meet again to share tailored recommendations. You’ll see how to secure your retirement, minimize risks, and make the most of your wealth.

Step 5: Take Your Time to Decide

We know big decisions shouldn’t be rushed. Feel free to review your personalized plan and consider if partnering with us feels like the right fit for your future.

Why It’s Free:

We believe in showing how we can help before you commit to anything. If you decide not to work with us, you’ll still walk away with valuable insights and a clearer plan.

Ready to See Where You Stand?

Take the first step toward peace of mind in retirement. Click below to schedule your Retirement Readiness Assessment today.

jlumsden@assante.com

905-332-5503