Retirement Income Planning Advice
Retirement income planning is about more than tucking away money for the future. There are many considerations for building your retirement income strategy that may vary depending on your current stage of life, your dreams for your retirement, and external factors that can impact your investments.
At The St-Georges Group, our team helps ensure you can maintain your current lifestyle and enjoy later life to the fullest by providing retirement income planning advice you can trust. We help you manage risks, reduce your tax burden, make choices that are in your best interest, and sustain your wealth by offering integrated retirement income planning guidance that is tailored to your family’s unique situation.
Managing Risks to Your Retirement Income
Even if your business is well-established and you are a devoted investor, there are many risks that could threaten your hard-earned nest egg. Market performance, inflation, and your personal health are all factors to consider when planning for your retirement.
Working with a team of strategic wealth advisors like The St-Georges Group can help you prepare for and adapt to risks so you can retire in comfort with peace of mind.
Contact us to see how we can help!
Managing Risks to Your Retirement Income
Even if your business is well-established and you are a devoted investor, there are many risks that could threaten your hard-earned nest egg. Market performance, inflation, and your personal health are all factors to consider when planning for your retirement.
Working with a team of strategic wealth advisors like The St-Georges Group can help you prepare for and adapt to risks so you can retire in comfort with peace of mind.
Contact us to see how we can help!
Making Choices that Benefit You
Your decisions now and in the future can have a significant impact on your financial health in retirement. How you structure your portfolio, when you withdraw or transfer funds, how you budget, and your actions during market volatility are all key considerations.
Our team of Assante advisors helps you make educated choices that will benefit you, help you reach your goals, and protect your family’s interests.
Sustaining
Your Wealth
Outliving your savings, leaving a legacy, and providing a healthy inheritance for your family is a goal (and a fear) for most people who are thinking about retirement. At The St-Georges Group, we help you make choices that allow you to enjoy your wealth in retirement, make an impact on your community, and secure your family’s future.
We will guide and help you navigate your way through the available options for retirement planning solutions. We want to ensure you choose wisely to help offset some of your withdrawals in later life. We can even help you continue to grow your wealth after you take a well-deserved step back from managing your business.
Reducing Your Tax Burden &
Maximizing Your Wealth
Keeping more of your hard-earned money in your pocket is an important part of selling your business or transferring it to your successors, securing a comfortable retirement, and protecting your loved ones’ interests.
Take advantage of the many strategies that can reduce your tax burden, maximize your wealth, and set your family up for success. Our team helps you understand the many options available to you such as spousal RRSPs, tax-preferred investment income, CPP/QPP sharing, effective use of surplus assets, annuities, tax bracket management, and more.
Sustaining
Your Wealth
Outliving your savings, leaving a legacy, and providing a healthy inheritance for your family is a goal (and a fear) for most people who are thinking about retirement. At The St-Georges Group, we help you make choices that allow you to enjoy your wealth in retirement, make an impact on your community, and secure your family’s future.
We will guide and help you navigate your way through the available options for retirement planning solutions. We want to ensure you choose wisely to help offset some of your withdrawals in later life. We can even help you continue to grow your wealth after you take a well-deserved step back from managing your business.
Reducing Your Tax Burden &
Maximizing Your Wealth
Keeping more of your hard-earned money in your pocket is an important part of selling your business or transferring it to your successors, securing a comfortable retirement, and protecting your loved ones’ interests.
Take advantage of the many strategies that can reduce your tax burden, maximize your wealth, and set your family up for success. Our team helps you understand the many options available to you such as spousal RRSPs, tax-preferred investment income, CPP/QPP sharing, effective use of surplus assets, annuities, tax bracket management, and more.
An Integrated and Simplified Approach to Wealth Management
Regardless of your stage of life, The St-Georges Group offers an integrated wealth planning approach to financial advising. We simplify your life by offering everything you need in one place. Our team of strategic wealth advisors will consider all factors related to your life, your business, and your future goals and dreams with retirement income planning advice that suits you, your business, and your family best. We will also invite your existing team of trusted advisors to join us in securing your comfortable retirement.
