Retirement Planning reports are tailored to client needs identified in their consulting agreement.
We use guidelines for financial plan preparation developed by the Institute of Financial Planners.
Projections of capital growth and depletion, retirement income, lifestyle costs, debt servicing, and annual cash flow are developed using the CCH software ‘FPS’, a comprehensive financial modelling software. FPS factors in tax rates, inflation, cash flow surplus and deficit, investment mix and portfolio returns. Custom reports may include graphics, text and tables of projections for elements of the report. The analysis obtained from these reports provides the basis for clients’ tailored financial plan.
Sample documents are available upon request. We can provide PDF copies of all final reports and projections for client retention as required.
Source documents are retained in confidence according to privacy legislation for Canada.
Ready to Take the Next Step?
There are new trends in retirement and working after retirement that you need to consider. We can discuss these trends at our first meeting.
The first partner discussions often focus on cash flow management before and after retirement begins.