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 timeline planning

• Income tax bracket management and lifetime tax planning strategies

• Insurance and risk planning

• Pension timing analysis

• Corporate income and investment strategies

• Sale or purchase of a business

• Transition from sole proprietor to corporation

Our financial plan includes a summary of assumptions, tables and graphs from now to your projected mortality as well as discussion notes – your step by step guide to implement the recommended strategies.