Your Free Retirement
Assessment
A second opinion on three core areas to help you evaluate your retirement plans and make an informed decision about working together
A second opinion on three core areas to help you evaluate your retirement plans and make an informed decision about working together
What amount can I safely spend?
How do I ensure I don’t run out of money?
What accounts do I spend from to reduce taxes?
You are nearing retirement or recently retired
You have saved $500k+ for retirement
You want to spend your savings and enjoy retirement
I have worked with InvestorDNA for over 2 year and have never felt more at ease, they gave me a lot of transparency for my financial plans + typical investment management services including estate and tax planning, accounting services and retirement planning. Thanks to everyone at InvestorDNA.
It’s been said that you don’t know what you do not know…meaning that there are times and areas of life when help and support from others with more knowledge and experience is crucial. InvestorDNA provides just that for my wife and I, as we navigate the complex and often volatile world of finances. We are grateful for the thorough and patient way the team has worked with us to not only explain what is happening ‘out there’, but assist us as we learn how to make the best financial decisions for our family.
I really appreciate how the team checks in more than once per year and offers good, sound advice patiently and knowledgeably.
A 3-step process that highlights how you can
reduce taxes and spend your money without the worry of running out.
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.
A virtual meeting with our team. During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
Your Retirement Assessment will be complete, we will have another 1-hour meeting to review our findings and recommendations.
We will explain exactly what you can do to improve your retirement plan, lower taxes, spend sustainably and optimize your investments.
We use the Zoom platform for video calls, making sure to keep each meeting secure and your information private.
Unlike some advisors who work on a commission basis, potentially hiding fees or fostering conflicts of interest, we maintain a transparent fee structure.
This single, clear fee encompasses continuous retirement and tax guidance, along with intelligent handling of all your investment portfolios. The fee is determined based on:
Engaging a financial advisor is a decision grounded in value; the benefits should outweigh the costs. Essentially, the expertise acquired, coupled with tax savings and potentially enhanced investment yields, should surpass the incurred fees.
Through our Retirement Assessment, we illustrate the precise advantages you stand to gain. Begin your journey with us with an initial phone consultation to explore if we are the right match for you.
Recognizing that it can be exceedingly difficult to distinguish one advisor from another, we proudly offer a no-obligation Free Retirement Assessment™.
In an industry where many bear similar titles, offer comparable services, and collaborate with like-minded vendors and third-party custodians, finding the right advisor can be a daunting task.
We invite you to take the first step in exploring a potential collaboration tailored to meet your needs by scheduling a complimentary phone consultation.
Get the full Robust Retirement Checklist
Call us
403.571.0910Address
6815-8th Street NE, 2nd Floor, Suite 260, Calgary, AB T2E 7H7Copyrights © 2023. All Rights Reserved by investordna.