Retirement Planning

Retirement planning is started by taking a hard look at what your dreams for the future include. A small apartment in rural Nova Scotia and little travel carries a smaller savings target than being a snowbird travelling to Florida for months at a time and maintaining sports and recreational activities at a high level. So, key to the process is goal setting and then look at taxation, assets in place and what needs to be created. At Success ‘N Planning we take a holistic view to this by putting planning ahead of product in our discussions.