Why Bridgeline?

There is no right answer to this question. Everyone needs a different amount for retirement based on lifestyle expenses. We will answer this question for you during the financial planning process.

As part of the planning process, we will look at your lifestyle expenses to calculate how much savings, investments, or additional income you will need to retire. We will then gather data on all your financial resources and expected retirement income including pensions, savings, CPP, OAS, and other retirement income. This is all part of our Plan, Implement, Review, Repeat process.

Continually referring back to the financial plan will maximize your current lifestyle while giving you the retirement of your dreams.

One of the reasons we create a plan is to ensure that your money lasts throughout your retirement. Once the plan is complete, we will hold regular check-ins to make sure your retirement goals are on track and readjust as needed.

We will continually go through the process of Plan, Implement, Review, Repeat to ensure that you stay on track for retirement.

Many clients ask us, “What rate of return can we expect?” Our response is always the same: Let’s first figure out what rate of return you need. We can often reduce the risk level by calculating the rate of return that is needed.

The more we can lower your risk level, the more we can protect your money while growing it. We can also offer several guaranteed investment products that will allow us to protect portions of your investments as necessary.

By using our proven Plan, Implement, Review, Repeat process, we create a system that enables you to achieve your goals. We start by creating a plan that will fit your finances, needs, and goals.

As time goes on, we will review our plan to ensure that it is still the most beneficial path for you, and we can adjust your plan as needed.

When we go through our process, we want to look at achieving your goals while protecting what matters most. Insurance is an important consideration in every financial plan.

Determining the right amount and the right type of insurance for your situation is crucial to the success of the plan.  By optimizing how your money is allocated, we can create a comprehensive plan that will maximize your wealth.

This question is another reason we start with a plan. Our advanced planning software will help us look at multiple scenarios so we can work with you and determine the best course of action for your specific plans and goals.

This is a great question that needs careful consideration to choose the strategy that will be the most effective for you. Book an appointment with one of our advisors today, and we will help you find the best strategies for you.