When you think of retirement, are you traveling? Chasing after grandkids? Finally opening those bottles of wine that you have been saving? At Keystone Private Wealth, we will work with you to understand what a successful retirement means to you, and create a plan to get you there.
Our Approach
We look at every aspect of your financial situation before
beginning the planning process so that we can confidently advise you on your
customized retirement program. The best thing about retiring with our team is
that we guarantee we will be with you every step of the way. Curious about how
taxes will affect you in retirement? Are you retiring on two incomes and not
sure which to use first? We will answer all the questions you have so you can
enjoy the open road of retirement — worry free.
We use a diverse range of retirement planning techniques to
ensure that each client is left with a well rounded and customized retirement
plan.
Why People Choose Us
We work one-on-one with each of our clients so the resulting
retirement plan is customized and driven by what they need. We give clients a
clear view of their financial holdings so they can understand where they are in
relation to their retirement goals.
Next, we provide direction on “where to go from here” by providing honest
and straightforward advice. Since we are an independent organization we do not
represent any single bank, trust company or insurance provider
and by extension we don’t represent their interests, giving us the freedom to
truly represent yours.
We also collaborate with your existing group of
professionals; Bankers, Accountants, Investment Councillors, Insurance Agents,
and Brokers to ensure well informed decision making that will leave you with a
plan that works with the rest of your life.
Lastly, the Keystone LP team is dedicated to transparency.
In order to build a long lasting relationship, clients should understand our
process, the outcome, how we plan to measure success, and what the costs will
be.