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Retirement / Investment Planning

You are here: Home » Our Services » Specialized Planning » Retirement / Investment Planning

photo_RetirementWhether you are approaching retirement or already comfortably retired, it is important to have a written and comprehensive retirement plan specific to your needs and goals. Not only does this provide security and comfort that you will be provided for at any age, it gives you a blueprint or road map to follow. Income streams can be projected realistically to ensure the lifestyle you worked hard to achieve is protected from risks and the “tax man”. Our team at Lighthouse Wealth can partner with you to cover all the bases and provide you with the personalized advice you need. We will build you a retirement plan that protects your pensions, your savings, and ultimately your lifestyle.

 

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Specialized Planning

Investment Planning
Retirement Planning
Estate Planning
Tax Planning, Shelters & Income Integration
Corporate Planning & Business Services
Insurance Planning

Brighton Office

Tel. 613-475-5109
Fax 613-475-1581
143 Main St., PO Box 730
Brighton, ON, K0K 1H0

info@lighthousewealth.ca

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