CGL Financial

Retirement Planning

Retirement Planning

Retirement Planning might be considered a subset of the more general planning area entitled Financial Planning. Retirement Planning involves the particulars of projecting oneself into the future to look at a point in time when you would like to retire. We would then show you what you can reasonably expect in the way of income from current resources such as Government benefits, company pension plans and current long term savings and then compare it to what you would ideally like to have in the way of lifestyle income at that time. Any difference between the two now becomes one of your financial goals. The following section deals with the financial vehicals that are most useful in the pre-retirement accumulation phase as well as the income withdrawal phase of post-retirement.


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