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Retirement

Maximized retirement funds

  • July 23, 2020July 23, 2020
  • by Gregory Fok

What if you could spend every single cent that you have for retirement and expand it more? And on top of that, you will leave a guaranteed legacy to your children with minimal cost?

When we work with people reaching retirement or already retired, they tend to worry about these few things.

  1. Will my money be enough for my retirement years?
  2. How long will I live?
  3. What if I fall critically ill or become disabled due to health or accident?
  4. What if inflation eats into my future spending?
  5. Can I leave a legacy for my children at a minimal funding whilst still spending my way through retirement?
  6. What if financial markets cause havoc on my investments?

By proper asset allocation and planning, you can easily enhance your wealth by up to 4-5 times what you currently have. The earlier you start planning, the smarter your planning becomes. Engage your first conversation to see if there is a fit, trust and experience with your advisor and journey with them on a long term from there.

Should I take on the role of the executor?
Business Owners need to draw a line.
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