Retirement & Wealth Planning Specialists
You've worked hard your entire life, and you want your retirement PLAN to work just as hard - before your retire you have questions you want to be answered...
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Do you lie awake wondering if you will have enough money when you retire?
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Are you overwhelmed by the options when it comes to generating income and retirement investing?
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Do you wonder what after-tax income you can sustain?
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How should you handle your employer's pension plan?
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Should you take CPP benefits early or defer past age 65?
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How should you handle your retirement allowance?
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Are you clear on the returns you need from your retirement portfolio?
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Have you had an experience with an advisor who didn't support you or address your concerns?
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Do you wonder how you will handle inflation risk, longevity risk and market risk?
WE GET IT
When planning for retirement, there's a lot to consider.
If you are within five years of retirement, you likely have some questions that require clarity. We have helped hundreds of families successfully transition into retirement. We have created a process that takes the guesswork out of retirement planning, so you can spend with confidence, knowing you'll be okay and have no regrets.
Why Getting A Retirement Plan Is the First Step To Retirement Clarity And Peace Of Mind
At Humphries Wealth Group, we know that you want to retire when you want with enough money to live the retirement you've always dreamed of.
The problem is that economies and markets are volatile and there is so much information and media hype about investing that you are overwhelmed. We believe that you shouldn't have to spend sleepless nights anxious about your future!
We are financial and retirement coaches who will help you successfully navigate your retirement decisions.
Three Steps To Retirement Clarity
Get Your FREE Retirement Review
Why We Don't Charge For The Initial Analysis
Step 1 - Schedule A Call
Contact us to schedule a call (phone or Zoom) to learn more about our retirement income planning process and to confirm if you want to get your customized Retirement Plan.
Step 2 - Analysis and Meeting
We will confirm your goals, questions and concerns. We deliver your customized Retirement Plan and provide action steps so you achieve your goals. The meeting can be virtual or face to face.
Step 3 - Plan & Confidence
Our coaching conversations and your plan will provide you with peace of mind and confidence to help you sleep at night. Your plan will be your retirement roadmap.
(We are licensed and work with families in most regions of Canada)
There isn't any reason to lose sleep over your retirement plans, goals and dreams. With over 30 years of experience, Humphries Wealth Group has applied time-tested principles of retirement planning and investing so our families reach their goals. We have coached hundreds of families to a successful retirement and we can coach you to retirement success as well - schedule a call.
FREE Retirement Planning Resources:
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The Seven Secrets of Retirement Investing (Video/PDF)
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Retirement Planning Checklist (Video/PDF)
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Retirement Planning Tips Sheet (Video/PDF)
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Strategic Planning for Retirement (Video/PDF)
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Practicing Retirement (Video/PDF)
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Pension Questions to Ask (Video/PDF)
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Harness The Power of Financial Modelling and Coaching (Video/PDF)
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Visit our YouTube Channel
All Things Retirement (Click icon below)
