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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?

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Have you consistently lost money with your investments or are buying and selling at the wrong time, leaving your retirement plan vulnerable?

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Are your calls not being returned because there is nobody there to answer your question?

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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:

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  • 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

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If you are looking for an advisor-client relationship where trust, transparency,

and experience are key, we can help.

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Get your retirement plan back on track!

Retirement Planning, Greenfeld Financial Management
Retirement Planning, Greenfeld Financial Management

Book your no obligation retirement review today using our calendar or call 604.940.8617.

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Read our many 5-star reviews on Google

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Mukul

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.

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X. Abrioux

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. 

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S. Lypka

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.”

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