It's time to redefine your wealth.

Once you make the transition into retirement, you have the freedom to focus on new goals - your personal lifestyle, your community, or your family.

We work with retirees to help determine what it is they want to accomplish in retirement, and how they see their family wealth taking shape over time.

This often involves discussions around your values and your family dynamics, as well as:

  • Discussions with younger family members to establish a shared understanding
  • Defining goals and updating objectives during each review
  • Forming a preservation strategy
  • Personal liability and life insurance to provide for you or your family
  • Ideas and strategies to create a living legacy
  • Identifying tax-saving opportunities in retirement

How do you know you’ll have enough coming in?

It takes careful planning to effectively utilize your savings, investments and sources of income, and to create a clear cash flow plan for retirement.

While your life and goals evolve in retirement, we also want to make sure your income keeps up with you. As a client of the Tactical Wealth Advisory:

  • Your portfolio is tracked through an advanced system, so that investment growth and income are managed in a disciplined, systematic manner
  • Your plan is built through financial planning software that helps to increase the likelihood of a successful outcome
  • You also receive ongoing support from our team, which includes a custom communication plan

Like your retirement, good estate planning is about communication.

As is the case when planning for retirement, you can run into a number of complex questions when planning your estate, and so communication is key.

We want to create a line of communication between family members, and between your lawyer and accountant. This allows for a shared understanding, as well as a consistent execution of the legal and tax strategies needed to transition your estate to the next generation.

We work with your family and your legal and tax advisors to:

  • Provide trusts and other structures to transfer wealth tax-efficiently
  • Minimizing estate taxes and planning charitable contributions
  • Ensure your will and power of attorney are up to date
  • Adjust your estate plan periodically, according to your needs