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Retirees

Retirees

Who's this for?
Benefits
Who's this for?
  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time
Benefits
  • Mortgage is paid off
  • Little to no debt
  • Review pension arrangements
  • Staying on budget (Download our app!)
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Long Term Care
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate PlanningAlmost done paying mortgage
Contact

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Bullock Wealth Management Inc.

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