Primary Goal

Sarah and Kyle are closing in on retirement and want to protect all their hard work, so they can enjoy everything retirement has to offer.

Meet Sarah & Kyle

Sarah and Kyle are a true team—they’ve worked hard, nearly paid their mortgage off, raised their children, made great financial decisions over the years. 

But with retirement fast approaching, they want a plan that fits their goals: to enjoy life according to their plans.

Sarah and Kyle don’t know what the future holds. They want the financial flexibility to help their children their first homes, to travel the world, and to make the most out of their golden years.

Smart financial planning and funded pensions means they are in control of their future. Their financial goals involve maximizing the value they’ve worked to build.

Sarah and Kyle need more than just basic financial advice. They want a personalized and tax-efficient approach that ensures their quality of life, protects their wealth, and capitalizes on all the benefits available to them.

Sarah and Kyle need a financial planner that’s focused on their needs—both today and down the road.

That’s why they came to SaaSInsurance.

Creating Sarah & Kyle’s Plan

Retirement comes with its own unique set of rules and requirements. Sarah and Kyle wanted to ensure that their needs were the focus, so they could enjoy life with those they love most.

What did their financial plan include?

• Mapping out retirement income and expenses
• Reviewing retirement cash flow
• Analyzing their current investment portfolio
• Reducing their exposure to risk
• Making tax-efficiency the priority
• Creating a plan for wealth transfer
• Reviewing Sarah and Kyle’s pension options
• Determining a plan for CPP and OAS benefits
• Structuring future withdrawals based on tax-efficiency
• Planning for their children’s future milestones

The Outcome

Sarah and Kyle now have a plan and the confidence to follow through. Every detail of their financial plan is personalized to their story.

They understand how to drive the most value out of the wealth they built, the tax savings available to them, and how to plan for the future.

Sarah and Kyle know they have a trusted financial planner that’s focused on empowering them to live their best lives.