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6 Steps to Retirement Success

January 1, 2018/in blog, Business Owners, Families, Investment, Retirement Savings, Tax Free Savings Account /by Alto, Chang and Associates Financial Management

 Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. 

  • Have a written plan which merges life priorities with financial resources.
  • Consolidate your income-producing assets with one advisor.
  • Layer different sources of income in the most efficient manner.
  • Structure income in order to preserve valuable tax credits and government benefits.
  • Create efficient cash flow by investing your income-producing assets wisely.
  • Implement efficient solutions for health-cost risks and wealth transfer strategies.

Talk to us about a complimentary comprehensive review of your retirement plan.

 

Tags: business owners, families, Registered Retirement Savings Plan, retirement contribution room, RRSP, tax free savings account, TFSA
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Tony Chang
Financial Advisor

(604) 980-6661
clientservice@acafinancial.ca

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500-224 West Esplanade
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V7M 1A4

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ACA Financial is an independent financial advisory firm founded on the principle of client-focused advice. Our approach, listening and understanding our clients' unique needs. The result, a clear and mutual understanding and the foundation for all planning considerations. We are committed to demonstrating value by delivering on each client's need for growth, safety, liquidity and cash flow.

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