Free Retirement Checkup
WHY: To help you evaluate the value of our services and make an informed decision about hiring our firm.
WHAT: A free retirement & tax assessment. We will show you how to improve your retirement success and reduce your tax bill before paying us a single dollar.
WHO: Diligent savers who have accumulated investment & retirement assets of $250,000 or more. (Excluding real estate)
No Cost or Obligation
We want to know exactly how we can help you before you pay us a single dollar.
4 Big Answers
We will finish with answers to the four biggest questions about retirement.
The very first step is a 15-minute phone call with our team.
Six Steps to Your Free Retirement Checkup
1. Schedule a call
A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.
If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.
Still have questions? Keep reading...
Can you work virtually and work with people in other provinces?
YES! While many of our clients are from Saskatchewan, we also work with retirees from British Columbia and Alberta.
Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom.
How does R.H. Kilburn & Associates make money?
We are compensated by IG Wealth Management through an advisory fee. Our fees are "unbundled". Meaning there is a clear distinction between what you pay for advice and what you pay for your investment. Our transparent fee includes the management of all your investment accounts + ongoing retirement and tax planning, estate planning and more. Our goal is to lower your taxes, reduce risk, and make sure you can retire without worry.
How are you different from other financial advisors?
There are three really important things about our firm that separate us from others:
1. We have first class education & designations, placing us in a select group of financial planner professionals in Canada.
2. Our team is focused on a top tier client experience. Our mission is to provide massive value and personalized service.
3. We invest in industry-leading technology to simplify IG clients’ lives and make retirement easy.
Why should I consider hiring R.H Kilburn & Associates?
Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control. We are Certified Financial Planner professionals, not stock pickers.
But if you’re interested in things like lowering your tax bill, investing smarter, and creating a retirement income stream, you’re in the right place.