The Beaches Financial Group - Pension Options

By: Beaches Financial  09-12-2011

You have worked hard for your pension over the years and the time has come to make a decision. Do you take a monthly pension from the company, roll your pension into a Locked-In Retirement Account or maybe start your own Individual Pension Plan?

Whatever you do, you need to make an informed decision based on an analysis of ALL of your options and their implications.

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The Beaches Financial Group - Our Services

We will draw out and balance your desire and need for investment returns with your willingness to accept downside risk to develop a personal asset allocation that suits YOU. Your portfolio could be more aggressive than you anticipated and could lead to uncomfortable losses in down markets. The next step is to compare your Risk Profile to your current holdings to identify any concerns. These are variables that we have some control over.