Retirement financial planning

Client Profile

Name: Val

Job: Administration Manager

Passions: Walking, gardening, evenings out on the town


“The service at YOU FIRST is above what I expected. I’ve sought advice about many things – investments that I have through work, my savings plan, my income tax. They are always ready to answer my questions. I have confidence in them.”

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Retirement financial planning

YOU FIRST Financial has a series of specialized financial planning services for retired clients.

We understand that enjoying your retirement years takes more than just money alone. You need a financial planner who will oversee your financial matters while you’re sipping espresso in Rome, sailing the Gulf Islands, or strolling a Mexican beach. Our retirement services are designed to ensure that your financial decisions are executed precisely with no hassle (and no effort by you) while you’re living your retirement years to the fullest.

Here is a sampling of our services:

  • In-depth  retirement cash flow analysis of your options with their advantage and disadvantages
  • Advanced retirement income management solutions to maximize your after-tax income pay-out
  • Crystal clear outline of investment options and ongoing portfolio monitoring
  • Thorough tax planning and tax preparation
  • Advice on transfer of wealth and inter-generational planning
  • Snowbird services (taxes, withdrawals, transfers)
  • Ongoing and up-to-date blog posts on retirement planning

Our super fast, friendly and on the ball team is there to make sure you have a comfortable and worry-free retirement!

Contact us to book a free introductory meeting