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10 Things Missing From Many Retirement Plans
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I didn’t think there was a financial plan that would make much difference to me when I retired. I don’t own property, my savings are minimal, and the majority of my income is from government pensions. I was sadly facing the fact that I would have to move out of the city, and away from my friends and family, in order to survive on my greatly reduced annual income. But Owen at PlanEasy showed me how this scenario wasn’t inevitable after all. With his in-depth knowledge of federal and provincial income assistance programs, and a thoughtful, detailed and targeted financial plan that maximized the available benefits in conjunction with my limited savings, I’ve been able to remain in the home I’ve lived in for over 20 years, with sufficient monthly income to cover all my expenses. I cannot recommend the services of PlanEasy highly enough – it may actually be magic!
You’ve got questions. We’ll help find the answers.
Does your plan take advantage of all possible tax and government benefits? Do you know when and how much to draw down? Does the plan have the flexibility needed when unexpected life changes happen? We’re here to give you peace of mind.
Let’s start a conversation today.
PlanEasy Inc. is an independent fee-for-service online financial planning practice providing easy, accessible, and inexpensive financial planning to all Canadians.
To reach out to us simple fill in the form below. Based on the selections you make for your top 3 retirement plan worries, we’ll provide you with some information that we think you’ll find very helpful.
We’ll also let you know how you can book a complementary 30-minute call to discuss your unique needs. We’re here to help.
PlanEasy Inc. 201 King St. London Ont N6A 1C9 phone: 1-226-374-8501 email: info@planeasy.ca Copyright © 2017-2021 PlanEasy Inc.