SERVICES

Retirement Planning & Financial Projections

Initial Analysis
We start with a complete review of your situation:
  • Projections: see how your retirement may unfold.
  • Scenarios: explore options such as early retirement, pension payout choices, or inheritance.
  • Coaching: understand the results in clear terms, with you always in control.
This gives you a structured overview and clarity for key decisions.

Annual Reviews
Retirement planning is not a one-off exercise. 

Each year, we:
  • Update your data and assumptions.
  • Revisit projections and scenarios.
  • Adapt your plan to changes in life or priorities.
These regular reviews help keep your retirement on track and give you confidence for the road ahead.
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