Retiring With Financial Freedom
At Trilogy Professional Group, we not only look at making your Practice
We can discuss your ideal retirement lifestyle, when you’d like to stop working - maybe you have travel plans. We use this information to work out how much income you might need in retirement and weigh that against your present financial position. We'll also discuss your attitude towards the various risks and returns involved in investing to ascertain the level of risk you are comfortable with.
There are many ways to structure your finances to provide income and flexibility through your retirement years. When we draw up a plan, we conduct in-depth analysis to learn about you and understand your current situation and goals so we can present you with the most suitable options.
We can show you tax-effective investment strategies and consider important things that some people overlook - protect your lifestyle and future income as well as your estate planning needs.
Trilogy Professional Group offers established practices: