GUIDING YOU INTO RETIREMENT
You have moved through many stages of life’s journey. Events that occurred in those stages represent both the joys and challenges of life. As the next stage of your life approaches. your plans may need some adjustments to protect and build your assets.
Through our careful planning, we put strategies in pace to provide you with the retirement income you need to ensure you, your family and your business are prepared to meet this next milestone- Retirement.
Questions we can help you answer
As we approach retirement, how should we adjust our strategy to optimize income in retirement?
How will a job change at this point in my career affect our retirement planning?
When should I put a business exit strategy in place?
How do we prepare for increased health care costs in retirement?
What insurance coverage do we need to protect our family or business assets?
Which tax efficient investment strategies are available to help us save more?
How do we create a financial roadmap for my retirement?
GUIDING YOU SECURELY THROUGH RETIREMENT
We continue the planning process to and through retirement to protect, preserve, and manage your assets. Your Financial Blueprint is a living document and adjusts as your circumstances change. Keeping your strategies up to date will help ensure you’ll have the income and protection you need to enjoy retirement.
Questions we can help you answer
How do I establish my budget now that I have stopped working?
How often should I review and adjust my investment/income plan?
Are there ways to boost my retirement income?
What strategies are available to help minimize my taxes?
What are my insurance needs in retirement?
How often should we review our estate plan and charitable gifting plans?
How can I put together a legacy plan for distributing my estate according to my wishes?
GUIDING YOU AND YOUR BUSINESS
As a business professional or owner, much of your net worth may be tied up in your practice or business. Your wealth management requires an additional level of careful planning to put you in the best position to succeed over the long term. We help you consider the nuances of your situation as you prepare for the future.
Questions we can help you answer
Are there strategies that could reduce my taxes and better diversify my wealth?
How much money should be on hand in our emergency fund?
Is our qualified retirement plan meeting the needs of both the owner and employees?
When is a good time to put an exit strategy in place?
GUIDING YOU IN GIVING BACK
When you partner with Beauport Financial Services, you’re invited to be a part of something bigger, by engaging a wealth management firm that is not only invested in your personal financial well-being, but in supporting and inspiring your philanthropy as well. That commitment to giving back starts from within.
Questions we can help you answer
Are there more effective strategies that we could use to give back?
What strategies can be used for giving assets in addition to giving cash?
How can we better prioritize our passions and goals for philanthropy?
How can I give more of our resources to the charities we care about most?
