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Retirement Planning

At retirement, for many the big questions become;

For many families, each spouse has had a single income during their working years. In retirement, many couples will have 5 or more sources of income that have to be coordinated with each having their unique risks and benefits. 

Our retirement projections are designed to help you look into the future with the aim to give you direction on what needs to be accomplished to meet your goals and dreams and allow you to have confidence in your future. The earlier we can put these projections in place, the more time you will be afforded to increase (or decrease) savings rates, adjust your investment strategies, retire earlier (or later) and much more to ensure a successful outcome. 

Imagine heading into retirement with all your financial goals, sources of income and targets defined. This exercise will project you into the future and give you direction to demonstrate what needs to be accomplished to meet your goals and dreams.

What are retirement projections?

Interested in learning more?

Download our free educational guides here.

It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.


Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.


Contact us to


Together, we’ll put the right plan in place and get the process started to helping you reach your goals.