Retirement Planning

With Tax Efficiency

Retirement planning is an individual experience and a work in progress like trimming sails on a sailboat. 

key elements:

Retirement Income Sources

1.

Cashflow Requirements

2.

Timelines

3.

Investment Planning

4.

Non-financial Preferences

5.

Tax Implications

6.

Risk

7.

As noted in Doug’s book, Transitions, A Retirement Playbook, its more than just crunching numbers. Holistic Planning differentiates both financial and  non-financial retirement planning.