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The
Affolter Financial
Group Inc.
1127 - 4th Street
Castlegar, BC
V1N 2A8
Phone: (250) 365-2345
1-888-365-4888
Fax: (250) 365-3476
E-mail:
info@affolterfinancial.com |
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Retirement planning is more than just selecting a pension start date.
It involves a careful assessment of your goals for retirement, including
present and desired future spending, lifestyle activities, housing
choices, and so on.
In creating your Personal Retirement Plan, we match your goals to your
resources to ensure that you will not be left short someday. This will
involve an in-depth analysis of all factors using the most sophisticated
financial planning software available today, FPS2000 from CCH Canada.
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At the end of the process you will end up with a written retirement
plan that shows you, year-by-year:
· what your income will be from all of the various sources
· the exact income taxes owing on each type of income
· how much you will be drawing from your investments, or reinvesting as
the case may be
· how your investments (RRSPs, RRIFs, and non-registered accounts) will change over
the years
· what your net worth will look like, before and after estate taxes
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The final plan is subjected to rigorous testing for probability of
success in literally hundreds of different simulated market conditions, so
that you can take comfort in knowing that you can afford the dream no
matter what fate may throw at you.
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