The Expanded Retirement Dialogue
client surveys conclude that many of you want help building financial
strategies for retirement, including a transition period between full
employment and full retirement.
The expanded retirement dialogue
is a broadening of the planning conversation and includes your thoughts
and feelings about the past, present and future, and your family,
community and the wider world.
This conversation is all about
you, with your needs and objectives first and foremost. It helps us
better understand you, your dreams for the future and your hopes and
fears. Understanding what’s important to you helps us identify the real
issues and gaps in your plan, including the things that you may not have
thought about before. This also assists us in implementing an
appropriate plan of action to prepare you as you move through various
To prepare for an comprehensive retirement plan, please contact us directly: The Cosgrove-Brock Group, at 613.562.6498.