Calgary Retirement & Estate Planning
Tailored Solutions To Minimize Tax & Maximize Wealth
At Accessible Wealth Strategies, we are happy to begin a new relationship online. Schedule an introductory video call with an Advisor from the comfort of your own home.
Retirement & Estate Planning
Accessible Wealth Strategies is a retirement and estate planning firm that helps families create tailored solutions to minimize tax and maximize wealth.
Our focus is on developing comprehensive strategies which includes full integration of both legal and financial aspects. Our all-inclusive approach helps create simplicity for families while ensuring that their living goals are met and their legacy is fulfilled.
Get To Know Your True Financial Position
At Accessible Wealth Strategies, we are passionate about seeing the big picture for our clients. We believe that no appropriate decision can be made until we gather a deep understanding of you and your family’s situation.
This process begins by hosting discussions around your financial goals, objectives and aspirations. After we’ve identified your goals, we assess your current financial situation and personal circumstances. These are crucial steps to developing strategies that help families address their needs, meet their objectives and optimize the allocation of their assets.
Managing Your Assets Through Retirement
Managing your assets in retirement is an important task. There is a lot to that goes into building your retirement paycheque. Our approach includes financial forecasts that clearly illustrate how we will manage your assets and create a comfortable lifestyle.
Let us structure an investment plan that will help you identify and achieve your retirement goals.
Preserving Your Legacy Through Expert Estate Planning
Our priority is to help simplify your life as you get older. Our team will ensure that your financial goals are aligned with your Will, Power of Attorney and Personal Directive in a way that fulfill your final wishes.
We work with local Estate Lawyers to help structure your assets in a way that offers liquidity, bypasses probate, minimize taxes and reduce the overall burden for your beneficiaries and executors.
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Services
Retirement Planning
No one’s retirement plan is identical, so it goes without saying that you’re retirement plan should be unique to you.
Wherever you’re at in the process, a proper plan can make a world of difference.
Estate Planning
Estate planning is one of the most important parts of a holistic financial plan. Ensure your wealth is transferred according to your wishes.
Business Succession Planning
If you are a business owner, it is important that you exit your business in the most efficient way possible. A proper succession plan is crucial.
Insurance Solutions
Protecting you and your loved ones from an unforeseen event is a vital component of financial planning. Let’s start the conversation of what options and products are available to provide you with the right coverage that fits your lifestyle.
Investment Planning
There is no simple formula when it comes to investing. It’s important to understand how long your money will be invested and how much risk are you willing to take in order to achieve your financial goals. Let’s have a conversation around these topics and then design an investment strategy that’s right for you.
You need to
Get your estate in order
We can help. We work with you to create financial freedom for you and your family. The team at Accessible Wealth Strategies is with you every step of the way.
At Accessible Wealth Strategies, we are happy to begin a new relationship online. Schedule an introductory video call with an Advisor from the comfort of your own home.