Expert Guidance for Your
Retirement Journey

Virtual Financial Advisor extends beyond estate planning to guide you through the intricate process of retirement planning in Ontario. Trust our wealth of knowledge to help you navigate retirement complexities, ensuring a secure and enjoyable post-career life.

Couple retirement planning

Unique and proven Retirement Process

Short- and long-term financial objectives

We will determine and document your short- and long-term financial objectives

• Integrate these financial objectives into a retirement plan using current and projected, assets, liabilities, sources of income

• Determine projected expenses (lifestyle) in various time periods:
     • Current to Retirement
     • Retirement Stages:
         • Current
         • Less Active
         • Seniors Environment
         • Nursing Home

How long will your money last?

All of those objectives are then validated by calculations to determine HOW LONG YOUR MONEY WILL LAST.

man thinking about retirement

Revisions are sometimes necessary

If this is not long enough, input assumptions are revised.
    • Work Longer
    • Spend Less
    • Adjust Objectives

Whether you’re a seasoned professional or just starting your career, our services cater to all stages of life. Trust Virtual Financial Advisor to guide you through the complexities of retirement planning, ensuring a future of financial security and fulfillment. Contact us today to take the first step toward your ideal retirement.