What does wealth mean to you?
REINVENTING RETIREMENT
On the one hand, you’re ‘retiring’ – giving up the jobs you’ve worked so hard at. On the other hand, you’re ‘still going’ – opening up a small home-based business, just to keep your hands in the game. You have retirement savings, but also ongoing earnings. The Blue Rock team has dealt with this type of scenario before. We’ll create a program that enables your ‘retirement’ portfolio to be very protected and yet keep growing, while at the same time maximizing your current incomes through smart tax planning. When you’re ready to talk about the next phase – rolling it all into an estate planning program – we can do it all! As an independent financial advisory firm we are not tied to any other institution, allowing us the freedom to support and grow your legacy. A full range of services to meet all your needs, including: Financial Life Planning • Estate & Tax Planning • Insurance • Investments Corporate Planning • Mortgages & Borrowing • Corporate Benefits No sales pitches, no internal quotas, just financial advisors who listen to what you want and help make it happen.
CALL TODAY! (705) 443-5599 or VISIT bluerockwealth.ca 115 Hurontario Street in Collingwood