Get your retirement planning back on track!
Live the retirement life when you want, and how you want
Do you have a nagging feeling that you are missing something important with respect to your retirement planning and you are losing sleep over it?
Have you consistently lost money with your investments or are buying and selling at the wrong time, leaving your retirement plan vulnerable?
Are your calls not being returned because there is nobody there to answer your question?
Or perhaps you have no idea if you have enough money saved?
If so, schedule a retirement review with Greenfeld Financial Management.
During your meeting, you will learn:
That working with an independent advisor provides you with access to the widest variety of financial products
Why adequate retirement planning is essential for long-term wealth management
How our tax planning advice can positively impact your wealth building and minimize your tax burden
How a personalized, holistic plan encompasses insurance, legacy planning, and portfolio rebalancing
How sticking to your long-term financial plan makes it easier reach your long-term financial goals
Entering our 29th year of knowledge and experience in retirement planning.
Together with my team, we will design your retirement plan that:
Considers your current assets and your future financial needs
Provides you with personalized strategies designed to help you live your retirement dream in a way that aligns with your core values
Provides tax-efficient income when you retire
Includes strategies for all types of market situations
Frees up your time to spend on important things like family and hobbies
Removes the worry and lets you confidently envision the future you desire
If you are looking for an advisor-client relationship where trust, transparency,
and experience are key, we can help.
Get your retirement plan back on track!
Book your no obligation retirement review today using our calendar or call 604.940.8617.
Read our many 5-star reviews on Google
Jeff provided us with a retirement income projection summary, and cash flow projections based on various retirement options as well as his recommendations going forward.
We have been working with Jeff for many years now and a few years ago he helped us plan our retirement. Jeff provided sound, practical advice which was an important component in making the decision to retire when we did.
Jeff has been my financial planner since 2007 and has guided me through my retirement planning ever since. As a retiree, my biggest concern was income generation and taxes during retirement. Jeff’s knowledge of investments and GIS has given me peace of mind going forward.”