Your Retirement is Longer, and Your Preparation Time is Shorter
Naturally, retiring early raises a flurry of financial questions, which can come as a shock when your focus for so long has been earning and saving. Suddenly, you need your wealth to last for the next 20-40 years, and you can see no clear path to that end. Our specialty is providing that clarity through a custom, detailed retirement plan.
Some of the questions we help answer through a clear plan:
What Can You Do With a Plan That Adapts to Your Life?
- Live your life and leave your legacy.
Before we provide any investment recommendations, we start with a detailed projection of your cash flow through retirement so that we can help you maintain your lifestyle while preserving wealth for the next generation.
- Generate the income you need.
When your portfolio is built according to the needs and goals of your financial plan, it can also be made to adapt to the changes in your life.
- Weather all storms.
An important part of developing resilient, adaptive plans for your wealth is managing risk. Within our integrated planning approach, we work to mitigate all forms of risk, from market volatility to personal liability.
Who We Serve
Many of our clients are professionals who have retired from or are planning to retire from the following companies:
"It's been great working with a team with so much experience in pensions and retirement. They helped my wife and me visualize what we really wanted out of retirement and showed us all the steps to make it a reality."
"I've worked with Jen and her team for over 14 years, and I would highly recommend her services to anyone at 3M who's thinking about retirement. She understands 3M's pension and benefits and brings it all together into one cohesive plan. She also takes a very personalized approach and this, together with her depth of knowledge, has helped me meet my goals."
"We've worked with The Jackson Group for over 15 years. Jen and her team have done a superb job managing our Investments and Retirement Plan. Our portfolio has weathered turbulent markets and our investment strategy is able to adapt to unexpected life events along the way. In addition to designing and managing our investment portfolio, Jen also monitors Fredrik's employee share position to manage the risks associated with stock concentration and currency risk. She provides continued guidance on the timing and taxation of our employee share dispositions, as well as yearly tax planning advice as it relates to our diverse portfolio. We highly recommend The Jackson Group for both their professional service and consultative approach."
General Dynamics Land Systems Canada
"I met Jen several years ago when I was approaching retirement. At that time, I had three defined benefit pension plans, plus my investment portfolio. Through a retirement plan Jen helped me understand all of my pension options and their implications. She helped me make the right decisions, which included commuting one of my pensions. Today, Jen manages my family's portfolio and investment income."
General Dynamics Land Systems Canada
"I was introduced to Jen through a colleague at work and it was immediately clear that she had complete working knowledge of my General Dynamics and General Motors pensions. Jen developed and maintains a plan that allows me to realize my ideal retirement lifestyle. She takes a very personalized approach throughout the whole process. I would highly recommend you get in touch with her if you are thinking at all about retirement."
"The Jackson Group helped me fulfill my dream of retiring at 55! I needed a financial road map to start my retirement early, and confidence in my portfolio while the markets were up and down. I trust Jen, Jim and Mike to manage my investments for the decades ahead. Their advice has brought me peace of mind."
"It’s time for retirement planning to evolve into life planning. The fact is, only a detailed plan with proper maintenance can reflect reality over time. Our aim is not to predict the shifts in your life, but rather to adapt to them with customized solutions."
Vice-President, Investment Advisor
Get in Touch with Our Team
If you have questions about your retirement, your wealth or your investments, feel free to get in touch with us by filling out the form below or calling our office.*Required fields