Executives & Retirees

Whether you’re nearing retirement or already enjoying your retirement years, we can help you explore all of your available options to develop and/or improve upon your distribution and income planning strategies which are designed to maximize your “take home” pay.  

By exploring all of your available options to reduce taxes, investment fees and other unnecessary costs that can negatively impact your current and future standard of living; we can help you towards your goal to maximize and preserve your desired lifestyle throughout your retirement years. 

We will also address your legacy and estate planning to better deliver your remaining assets in the most tax-efficient manner to who you want, when you want and on your own preferred terms.