Retirement Planning

With Tax Efficiency

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

key elements:

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

Retirement Readiness Assessment

1. Retirement Income Sources

2. Cashflow Requirements

3. Timelines

4. Investment Planning

5. Non-financial Preferences

6. Tax Implications

7. Risk