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Lifecycle Needs - Retirement Phase

Life Planning

Lifecycle

Premature Death Planning

  • New lifestyle
  • Change of residence
  • Increased free time
  • Need to maximize
    retirement income
  • Preservation of capital
    for heirs

Retirement Phase
(Age 64-?)


  • Continuing income to spouse
  • Debt liquidation fund
  • Immediate money fund
    (Estate settlement)
  • Special Bequests fund
  • Will, current and up-to-date




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Insurance products and financial planning services are offered through Stewart, Fisher & Associates Inc.
Mutual funds are offered through Quadrus Investment Services Ltd.