Financial Planning for Pre-Retirees
Will You and Your Loved Ones Be Covered for the Future?
Your pre-retirement years are no doubt some of the most fulfilling and busiest times of your life. We understand that it can be tough to plan for the future with so much happening in the present. Stratego Financial/Manulife Wealth Inc. Incorporated is here to help you. We provide Retirement Lifestyle Planning, Contingency Planning and Wealth Seminars and Coaching to clients in metropolitan Vancouver and Vancouver Island.
We will help you engineer a financial game plan that will manage your wealth for your future. Together, we will also figure out the best ways to protect your lifestyle and take care of your loved ones in the event of a catastrophe. Let us build you a strategy that will create a better future for yourself and your loved ones.
Our Services for Pre-Retirees:
Retirement Lifestyle Planning
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- Do you know if you are going to be able to have the retirement you`ve always dreamed about? Will there be enough money for you to support your retirement lifestyle? These are just some of the questions to consider when planning for retirement. Stratego Financial/Manulife Wealth Inc. Incorporated implements a 5 Step Approach to map out the best possible strategy for your future. From choosing the right Insurance products to the best Investment products, we`ll work with you every step of the way to design the best retirement possible for you. Contact us for more information and a complimentary consultation.
Contingency Planning
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- We can`t predict the future, but planning in advance certainly helps to prepare us for the unexpected. From dying too soon, becoming sick or injured to even living too long, these are all situations that we may not be ready for if they happen. We work with our clients to put together a strong risk mitigation strategy, so that when the unexpected arises, we have a well thought out and thoroughly prepared game plan in place. Contact us for more information and a complimentary consultation.
Wealth Seminars and Coaching
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- We know that education is the foundation of strategic wealth management and retirement planning. We are proud to offer you a wide range of financial seminars. Stratego Financial also provides one-to-one coaching based on our seminar topics. These are just some of the seminars we offer:
- Insurance Basics;
- Foundations of Investing;
- Estate Planning (through Invesco/Trimark);
- What`s your Burn Rate (through Mackenzie Financial);
- Health and Dental Trusts - Why this is a Must for Business Owners;
- Individual Pension Plans - What is it and How does it Work?
- Your Retirement - What are your Options?
Contact us to be notified of our upcoming seminars or request personal coaching on a subject of your choice.
