Baby Boomers are optimistic, team-oriented, and driven to succeed. They accept that technology has an inherent learning curve, and they tend to be more positive when it comes to authority figures, hierarchical, paternalistic structure, and traditions. This is one of the largest generations in history (In Canada 9.6 million people) or close to 3 Canadians out of 10 (29%), were baby boomers. They are the first generation to use the word “retirement” to mean being able to enjoy life after the children have left home. Instead of sitting in a rocking chair, they go skydiving, exercise, and take up hobbies intended to increase their longevity.
Your Financial Focus Is Now…
About to Retire
Ravens Rock is the sounding board, the information gatherers, and the solutions-based enabler for our Boomer clients. We have developed and follow a strict systematic process that envelopes all aspects of the financial planning process custom tailored to each individual or empty nesters household. Some of the key topics asked during a discovery meeting include:
- How much money will we need during our retirement ?
- What tax implications will all sources of our retirement income be subjected to ?
- How much will we need monthly to live out our retirement expectations ?
- How do we preserve our investment capital ?
- How long will our investments last ?
Retirement & Lifestyle
Your Golden Years, Family and Estate Protection
Putting your trust in Ravens Rock is like enjoying that rare liquor in your house, you have ‘Top Shelf’ and then you have ‘Locked Cabinet’. Ravens Rock is the key to the ‘Locked Cabinet’.
What Our Baby-Boomers Say
John and Sofia H
Igor and Olga K
Step 01 Understanding & Discovery
- Initial Meeting
- Information Gathering
- Goal Setting
Step 02 Collaboration
- Build The Team
- Detailed Analysis
- Build The Solution
Step 03 Review & Implementation
- Report Finding
- Present Solution
- Highlight Benefits
Need To Know More?
Reach out to us so we can schedule a discovery meeting at a time and date of your convenience.