You have worked hard to build your nest egg, for certain. Many of the retirees I have helped have either come out of being in business themselves or have saved hard over the years with the aim of living well in retirement. Now consider this:
- do you need some help with accounting for your investments?
- can you plan for the years ahead?
- how about the future for your family and transferring your wealth?
- can the tax system help you out with rebates and benefits?
- do you have your investment in the right tax structure