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WE KNOW YOUR FAMILY IS YOUR
Greatest Wealth

Retirement Planning

Secure your financial future with our retirement planning service. We offer personalized solutions tailored to your unique needs and circumstances, so you can enjoy your golden years.

At Family Wealth Custodians, we understand that retirement planning is a crucial aspect of securing your financial future. Our Retirement Planning services provide you with tailored strategies and expert guidance to ensure a smooth transition into retirement and sustained financial security throughout your retirement years.



Pre-Retirement Planning



Our Pre-Retirement Planning focuses on preparing you for a successful transition into retirement. By conducting a comprehensive assessment of your current financial situation and retirement goals, we develop a customized plan that includes:

  • Retirement Savings Strategies: Maximizing your retirement savings through effective investment and savings plans.
  • Income Planning: Developing strategies to ensure a steady income stream in retirement.
  • Tax Planning: Implementing tax-efficient strategies to preserve your wealth.
  • Risk Management: Identifying and mitigating potential risks to your retirement savings.
  • Healthcare Planning: Preparing for healthcare expenses and selecting appropriate insurance coverage.


Post-Retirement Planning



Our Post-Retirement Planning ensures that your financial strategy adapts to your changing needs during retirement. By focusing on sustained financial security and peace of mind, we provide:

  • Income Management: Managing your retirement income to ensure it lasts throughout your retirement years.
  • Investment Management: Adjusting your investment strategy to reflect your changing risk tolerance and income needs.
  • Estate Planning: Preserving your wealth and ensuring a smooth transfer of assets to your heirs.
  • Healthcare and Long-Term Care Planning: Addressing ongoing healthcare needs and planning for potential long-term care expenses.
  • Lifestyle Planning: Ensuring your retirement lifestyle aligns with your financial capabilities and goals.

With our Retirement Planning services, you receive personalized advice and strategies tailored to your specific needs. Our team is committed to providing ongoing support, adjusting your plan as your circumstances change, and ensuring you enjoy a financially secure and fulfilling retirement. Trust Family Wealth Custodians to guide you through every stage of your retirement journey, helping you achieve lasting peace of mind and financial stability.


Are you looking for specific advice or services?  Choose from our related services:

Life Stage Financial Planning

We're all about making your money work smarter, not harder! Our top priority is ensuring your family's long-term financial security with maximum efficiency.

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Investment Management

Our investment approach is designed to assist families in building long-term wealth through a simplified and innovative strategy. 

Retirement Planning

Secure your financial future with our retirement planning service. We offer personalized solutions tailored to your unique needs and circumstances, so you can enjoy your golden years

Business Meeting

Tax Planning and Accounting

We understand the importance of minimizing tax liabilities and maximizing tax savings for our clients. Let us help you achieve your financial goals with our expert tax planning and accounting services.

Family Wealth Master Plan™

Your Family Wealth Master Plan is a detailed financial plan that provides a roadmap for achieving your financial goals. Our team creates a customized plan that considers your unique circumstances, helping you decide about your financial future.

In a Meeting

Life Assurance

We provide advice on efficient assurance coverage so that you can have peace of mind knowing that you are getting the most protection possible while minimizing costs.

Fiduciary Services

Our goal is to be your lifelong companion, accompanying you through all the ups and downs. We offer both compassion and effectiveness, assistance and expertise.

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Employee Benefits

Our employee benefits service offers a range of options to meet different needs and budgets. We provide support and advice to help businesses care for their employees and attract top talent.

Business Assurance

We assist businesses in mitigating risks and complying with regulations through our expert team's comprehensive assurance services, including risk assessments, insurance advice, and reviews.

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