Retirement Planning

Past perceptions of our golden years have changed dramatically in the last decade.

The very term “retirement” suggests that people are somehow “finished” or no longer useful. We could not disagree more.

At Integrated Wealth Management, we prefer to focus on “financial independence” and guide our clients through the technical aspects of planning for “life after work” including:

  1. • lifestyle & cash flow analysis
  2. • integration of public and private pension streams
  3. • investment strategies for income & growth
  4. • part-time work,
  5. • taxable income splitting, etc.

We also explore the key ingredients to being happy, healthy and fulfilled when paid work for money is no longer dominates our calendar.