Your Retirement Plan
A 3-step process to help you evaluate our services and make an informed decision about working together.
Tax Mitigation Plan
We are CERTIFIED FINANCIAL PLANNER® professionals who do our best work with:
Retirement investors who are retired or want to make "work optional" in the next 10 years.
Diligent savers who have accumulated investment & retirement assets of $300,000 or more. (Excluding real estate)
People who value hiring an professional because they know their retirement is too important to manage it alone.
Your Retirement Plan
A 3-step process showing how you can improve retirement success + lower your tax bill.
In addition to a friendly conversation, we will use this meeting to ensure your situation matches our expertise.
We will also clearly explain our service model + answer ALL of your questions.
Step #1 - Schedule 30-Min Call
Step #2 - Discovery Meeting (90-min)
One week prior, we will collect key information and documents needed for our analysis.
During the meeting, we will verify all data collected is accurate, ask important questions, and get crystal clear on your retirement needs and concerns.
Step #3 - Plan Delivery Meeting (90-min)
In this 90-min meeting, we will present your custom IG Living Plan®.
The plan includes our findings + actionable steps for lowering your tax bill, optimizing investments, and maximizing retirement income.
(Note: Sometimes one more meeting is necessary. You might have more questions or want to see another scenario presented. If so, we will happily accommodate!😊)
FINAL STEP: Consider R.H Kilburn & Associates
With your plan complete, you'll have all you need to make an informed decision about hiring us to do the heavy lifting for you!
Our full-service solution ensures we continue to deliver massive value through:
Ongoing management of your investments
Bi-annual retirement/tax plan updates
Retirement withdrawal coordination
Proactive tax planning & strategy implementation
Insurance management and oversight
Optimization of retirement income sources (CPP, OAS, Defined benefit pensions etc.)
Will & Powers of Attorney discussion and monitoring
There is never a hard-sell or pressure to say "yes." We are here to support you and your needs so you can achieve your retirement goals.