Lifestyle Financial Planning is built around maintaining the lifestyle you have today to last throughout your life.
- Protect the Lifestyle that you have today by insuring against sickness and death.
- Save and invest to maintain that lifestyle for your family.
- Fund your retirement for when you choose to stop or reduce your working life.
Retirement planning is a process that evolves over time.
To have a comfortable, secure retirement, you need to build a financial cushion that will finance it.
Planning for retirement begins with thinking about your retirement goals and how long you have to meet them.
Your Pension plan is a critical component of a well balanced financial plan.
Key reasons why pensions still make sense