Who’s this for?

  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time


  • Mortgage is paid off
  • Little to no debt
  • Review pension arrangements
  • Staying on budget (Download our app!)
  • Living off savings
  • Reducing income tax
  • Planning for the unexpected
  • Long Term Care
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Planning for an easy tax efficient transfer of wealth
  • Charitable Giving

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