Real estate planning for your retirement

Whether you plan to relocate, refinance, or renovate after retiring, we’ll advise you on your options and help you get started.

Fin­ance Your Own Home

It may make sense to buy prop­erty for re­tire­ment. If the pur­chase is fin­anced, cer­tain things will have to be con­sidered. The fin­an­cing should still be af­ford­able after you re­tire. We'll ad­vise you.

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Ren­ov­ate or Mod­ern­ize

Once you re­tire, you may want to mod­ern­ize your home. Per­haps the room lay­out no longer meets your needs. Or per­haps you already want to make it ac­cess­ible. If you re­quire fin­an­cing for your al­ter­a­tions, we’d be happy to ad­vise you.

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Repay a Mort­gage

It may make sense to pay off your mort­gage more slowly so you have more li­quid as­sets in re­tire­ment. In­suf­fi­cient li­quid­ity can force you to make fin­an­cial con­ces­sions be­cause you have too much money tied up in prop­erty and not enough in read­ily ac­cess­ible as­sets. Con­tact us for a con­sulta­tion.

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Sell Real Es­tate

You've lived in your home for many won­der­ful years. Now you want a change. We'll dis­cuss what to con­sider when selling your prop­erty and what to do with the sales pro­ceeds so that your new liv­ing situ­ation re­flects your hopes and ex­pect­a­tions.

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Change of Res­id­ence

If you want to sell your home – per­haps to move from a house to an apart­ment – we'll be at your side. Plan your re­place­ment home pur­chase with us.

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Go to a dif­fer­ent fin­an­cial plan­ning topic

In­vest­ment strategies. For your ideal life. As­sets Grow wealth

Se­cure your fam­ily's fu­ture Fam­ily Build nest egg

Buy or ren­ov­ate a home Real es­tate Get mortgage

Op­tim­ize your fin­ances. For a care­free re­tire­ment. Pen­sion Pro­vi­sion Plan retirement

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Other Life Stages

Stu­dents and train­ees

You’re lay­ing the found­a­tions for your ca­reer and tak­ing con­trol of your life.

Training and education life stage

Ca­reer starter

You’re ad­van­cing pro­fes­sion­ally, gath­er­ing life ex­per­i­ence and work­ing to­ward real­iz­ing your dreams.

Career starter life stage

Pro­fes­sional

You’re in the prime of life, with plenty of per­sonal and pro­fes­sional ac­com­plish­ments and a clear vis­ion of your fu­ture.

Professional life stage

Seize Opportunities. Avoid Mistakes

Financial planning is future planning. Our guide can help you with answers to important questions.

To the guide

Partial Retirement at 62

Choosing between a Pension and a Lump Sum