Our advice is tailored to you whether you’re a recently licenced physician or a soon to be retiree. We exemplify outstanding retirement planning for Calgary professionals, or those going abroad. Retirement planning that’s systematic can be harder to find, but if you entrust a CFP with your plan, you can live your best life at retirement without worry.
Physicians and surgeons do great work for themselves, their families, and the community, so we’re here to help them buy back time first and foremost. As CFP designation holders, our retirement planning advice for doctors is sound and geared towards helping medical professionals, especially those nearing retirement, get finances working for them, so they don’t have to work any longer than they want.
We can provide you with financial planning that takes your retirement date into account and gets you on a retiree’s fixed income. In annual conversations with us, we’ll show you how.
Once you retire, you’re on a fixed income, and you’ll have to decide on how much to withdraw from your investments on a month-to-month basis, each year. We’ll draft a budget and tell you how to get there.
As markets go up and down, consumer prices and taxes shift, and your needs change, financial strain is possible after you’ve committed to retirement. But we can perform comprehensive financial planning that anticipates multiple risk factors and secures your retirement.
As your life changes and your golden years progress, your financial needs might change, and you might need to spend more or less in certain areas. We’re committed to being there for decades to help you make decisions as circumstances change.
Your retirement planning options are many, and it can be so numerous that you might feel overwhelmed, especially with your senior years approaching. We’ll always advocate that you begin retirement planning from the age of 30 or so, but please understand it’s never too late to get started with efficacious planning.
Ask our financial planners for the 10 financial planning rules that have helped past clients succeed!
Our retirement planning for medical professionals is that it flows from comprehensive and certified financial planning expertise, including answers to how to plan for retirement income despite up, down and in-between financial markets.
