Retirees
Creating the Retirement of Your Dreams
Your retirement is an amazing and important milestone in your life. It is a time to celebrate all your great accomplishments and start turning lifelong dreams into your next adventures. At Stratego Financial/Manulife Wealth Inc., we offer a variety of financial planning services to help you live at your very best including Cash Flow Analysis for Retirees, Estate Planning and Legacy Planning. We serve clients all over Greater Vancouver as well as Victoria and Nanaimo on Vancouver Island. Let us help you engineer a game plan for the rest of your life!
Our Services for Retirees:
Cash Flow Analysis
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- When celebrating your retirement, the last thing that should be on your mind is whether you will outlive your wealth. We specialize in Cash Flow Analysis, which means we look at and analyze your monthly expenses and investments. We do this to help you make investment choices that meet your lifestyle needs with specific emphasis on tax minimization strategies. Together, we'll build and implement a strategy to ensure you will have adequate funds available to live comfortably each month. Contact us for more information and a complimentary consultation.
Estate Planning
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- Estate Planning involves planning for certain death. We work with legal professionals and accountants to build a strategy that will allow us to transition your wealth in a tax efficient manner. We work together as a team to ensure that your money goes where you want it to and that your loved ones will be well cared for in the future. Contact us for more information and a complimentary consultation.
Legacy Planning
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- What kind of legacy do you want to leave? We offer consultation on philanthropy for seniors in Vancouver and Vancouver Island. We understand that everyone's situation is unique, so we provide guidance on a range of options for maximizing your generosity. Whether you want to set up a charitable foundation, use insurance to create your legacy or donate securities, we will work with you to develop a strategy that benefits you and the recipients of your gifts. Contact us for more information and a complimentary consultation.
