Our comprehensive plan makes sense of your current and projected financial circumstances. This plan is appropriate if you are evaluating multiple, interconnected financial goals such as:

• Intergenerational wealth transfer

• Retirement and pension timing planning

• Income tax bracket management and lifetime tax planning

• Insurance and risk planning

• Corporate income and investment strategies

• Sale, purchase or transition of a business

The plan includes a summary of assumptions, tables and graphs from now to mortality, as well as a step by step guide to implement.

*Clients with corporations are subject to additional charges based on complexity.