Retirement Services
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Our Retirement Wealth Services
Retirement isn’t just about leaving the workforce—it’s about securing your financial independence, protecting your wealth, and making the most of the assets you’ve built.
At Flip My Life, we guide business owners, professionals, and individuals through a strategic transition, ensuring their wealth works for them in retirement.
Corporate Wealth Transition
Retire with a Strong Financial Foundation
If you’re a business owner or incorporated professional, retirement planning isn’t just about personal savings—it’s about maximizing your corporate assets, minimizing taxes, and ensuring a seamless transition.
At Flip My Life, we help structure your corporate finances to support your retirement goals. Whether you’re selling a business, withdrawing income, or transitioning leadership, we create a tax-efficient strategy that protects and grows your wealth.
How We Help:
- Tax-efficient corporate withdrawals (dividends, salary, RRSPs, TFSAs)
- Business exit and succession planning
- Maximizing corporate investment strategies for retirement
- Structuring retained earnings for long-term security
Strategic Retirement Planning
A Clear Roadmap for Your Retirement
Every retirement is different, and having a customized plan ensures financial stability and freedom. Whether you’re five years away or already retired, we create a strategy tailored to your goals, helping you manage income, investments, and expenses for the long term.
How We Help:
- Personalized financial roadmaps for retirement
- Retirement income projections and spending plans
- Investment strategies to sustain long-term wealth
- Estate planning to protect your legacy
Navigating Major Life Transitions
Guidance for Financial Shifts in Retirement
Retirement often brings significant financial changes, from downsizing to selling a business or receiving an inheritance. We provide financial strategies to help you navigate these transitions with confidence.
How We Help:
- Financial planning for business sales or exits
- Managing wealth from inheritances or large windfalls
- Downsizing strategies to maximize home equity
- Investment planning for changing financial needs
Protecting Your Legacy
Ensure Your Wealth Lasts for Generations
Your retirement plan should include a strategy for passing on your wealth efficiently and according to your wishes. We help you create an estate plan that minimizes taxes and ensures a smooth transition of your assets.
How We Help:
- Intergenerational wealth transfer planning
- Estate tax reduction strategies
- Trust and beneficiary planning
- Charitable giving and legacy planning
Divorce & Retirement Wealth
Secure Your Financial Future After Divorce
Divorce can have a significant impact on retirement plans. Whether you’re dividing assets, adjusting your income strategy, or rebuilding your financial future, we provide expert guidance to ensure you stay on track.
How We Help:
- Retirement income planning after divorce
- Optimizing pensions, investments, and asset division
- Tax-efficient wealth preservation strategies
- Financial planning for future relationships and life transitions
