Retirees

You have worked hard to build your nest egg, for certain. Many of the retirees I have helped have either come out of being in business themselves or have saved hard over the years with the aim of living well in retirement. Now consider this:

• Do you need some help with accounting for your investments?
• Can you plan for the years ahead?
• How about the future for your family and transferring your wealth?
• Can the tax system help you out with rebates and benefits?
• Do you have your investment in the right tax structure