Is Your Retirement Plan Built to Last?

Our Retirement Readiness Assessment is 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.

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. Contact us to start with our Retirement Readiness Assessment today.

How It Works

Step 1: Fit Check

Let’s kick things off with a quick 15-minute call or Teams meeting.

We’ll talk through what you’re looking for and see if we’re the right fit. If not, we’re happy to introduce you to someone who might be a better match.

Step 2: Financial Road Map

In this discovery meeting, we’ll dig into your goals, concerns, and current financial picture.

You’ll walk away with a simple, easy-to-understand road map showing:

  • What’s working well
  • What needs attention
  • Where there may be gaps in your current plan

Step 3: Game Plan Strategy 

We’ll take a closer look behind the scenes and create a Retirement Plan built around you.

You’ll get thoughtful answers to questions like:

  • Can your savings support a long retirement?
  • Are there ways to reduce taxes?
  • Is your investment mix still the right fit?

 

Once the plan is ready, we’ll walk you through the recommendations.

Then it’s your call—take your time to review everything and decide what feels right for your future. No pressure.

Schedule Your Free Retirement Readiness Assessment

Serving Burlington, Oakville & Surrounding Areas

Contact us to discuss your needs