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Get Your COMPLIMENTARY Retirement Plan
We Are

Retirement Income
Planning Specialists

You only retire once. We make sure it is stress-free and successful

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...

  • Do you lie awake wondering if you will have enough money when you retire?
  • Are you overwhelmed by the options when it comes to generating income and retirement investing?
  • Do you wonder what after-tax income you can sustain?
  • How should you handle your employer's pension plan?
  • Should you take CPP benefits early or defer past age 65?
  • How should you handle your retirement allowance?
  • Are you clear on the returns you need from your retirement portfolio?
  • Have you had an experience with an advisor who didn't support you or address your concerns?
  • 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.

Many people over 50 are subconsciously concerned about running out of money in retirement as they cope with inflation and dynamic economic markets. 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.
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Never run out of money
Spend with confidence
Make the most of retirement

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
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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.

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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.

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Get Peace of Mind

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.

In the meantime, sign up for our retirement educational resources. When it comes to a successful retirement, knowledge is power!

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Retirement Education Resource Bundle

Video - 7 Retirement Pitfalls to Avoid

Video Series - 5 Questions Your Retirement Plan Addresses
PDF - Retirement Checklist
PDF - Tips Sheet

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Retirement Cashflow Planning

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Retirement Investing