We will determine the "Perfect Mix" of income solutions for your unique circumstances. We will back-up our recommendations in writing and illustrate our rational with easy to understand diagrams.
The Retirement Optimizer will illustrate the safe & sustainable amount of income that you can enjoy when you have optimized your income distribution allocation. This tool can prevent you and/or your advisor from turning your retirement dream into a nightmare scenario.
We don't like the typical "average" return and inflation projections that most adviser's use because they do not illustrate the enormous negative impact that bad Luck has on even a conservative distribution portfolio (40% stocks & 60% fixed income).
$2,050 plus HST
Please call before ordering. If you proceed we will send our Engagement Agreement outlining the scope of the service and confirm receipt of your payment.
