OUR APPROACH - RETIRE CONFIDENTLY

THE Retire Safety First APPROACH

is designed to identify and address the 15 risks in your retirement. We aim to provide you with the peace of mind that leads to a less stressful and more enjoyable retirement experience.


Now is the time to pursue your passions, to have new experiences, and to do more of what you love with the people you love! You should be able to spend more time living your life to the fullest and rest easy knowing that your monthly expenses such as: housing, utilities, groceries, hobbies, and travel are covered.

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What can threaten your pEAce of mind in retirement?

We cannot control the outside world nor do we know what the future holds. We can only control how we manage the 15 risks that can impact your retirement. Many people believe that market loss is the only risk threatening their retirement.   In fact, there are 14 other risks that can threaten your lifestyle. The Retire Safety Approach is designed around identifying and solving the 15 risks in your retirement.


Traditional Investments alone do not solve the 15 risks in Retirement

Traditional investments like stocks and bonds alone do not solve risk, rather they simply trade them off. You are responsible for taking the risk.

Most retirees do not have enough money to simply absorb risk, which makes it crucial for you to mitigate it in other ways. 

Since we cannot control the outside world or investment performance, we should not assume it can provide for our lifestyle in retirement.

The decisions you make today will last a lifetime. The Retire Safety First approach is designed to provide you with peace of mind that leads to a less stressful and more enjoyable retirement experience.

FIXED INCOME-BASED INVESTMENTS

RISKS OVEREXPOSED TO:

  • Excess Withdrawals
  • Longevity
  • Inflation
  • Interest Rates

BALANCED - A BLEND OF STOCK AND FIXED INCOME-BASED INVESTMENTS

EXPOSED TO ALL RISKS AT ONCE:

  • Excess Withdrawals
  • Longevity
  • Inflation
  • Interest Rates
  • Market
  • Sequence of Returns

STOCK-BASED INVESTMENTS

RISKS OVEREXPOSED TO:

  • Excess Withdrawals
  • Market
  • Sequence of Returns

WHO WOULD YOU RATHER BE IN RETIREMENT?

RETIREE A

  • Utilizes traditional investments and is exposed to risk.
  • Is at the mercy of external market performance, leaving the outcome of retirement to chance.
  • Continues to invest as if retirement is in the distant future.
  • Has the stress of retirement falling solely on their shoulders, creating constant uncertainty.
  • Is investing inefficiently leading to requiring more assets for retirement.
  • Is constantly worried about money and will not be able enjoy life to the fullest.

RETIREE B

  • Uses the Retire Safety First approach to address risks in retirement.
  • Has a roadmap to help prepare for a more predictable & safe retirement.
  • Is in investments reflecting their current stage of life.
  • Uses strategies that are designed around creating certainty.
  • Uses efficiencies to help in the pursuit of retirement goals while creating new opportunities.
  • Could be free from worry because their risks may be solved, which can help them do more of what they love with the people they love.

7 MISTAKES YOU CAN'T AFFORD TO MAKE WHEN TRANSITIONING INTO RETIREMENT

Now that you have made the effort to save, you do not want to jeopardize your future lifestyle by making avoidable mistakes. 

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