Accumulating Wealth for Retirement

REACHING THE SUMMIT: Climbing to the summit of a large mountain is one of life’s greatest achievements for experienced climbers. They know that the key to achieving their goal is planning and preparation. Without focused planning and proper preparation, the journey can quickly take a turn for the worse. Like mountain climbing, retirement planning begins with the goal of reaching the summit. It means having a well-thought-out, well-funded retirement plan strategy. But just as with climbing, unless we adequately plan and prepare, we are unlikely to achieve our goals.


In climbing, focused planning means crafting a well thought-out route which takes into consideration the unique landscapes and challenges of the mountain. In retirement planning, it means building a plan that takes into consideration our personal goals and objectives. It may include strategies built around paying off student loans. Children’s education savings, income protection, creditor protection, investment management, retirement savings, tax planning and more.


Proper preparation when climbing means having the right equipment to withstand unexpected events such as high winds, storms and avalanches. The same is true for retirement planning. We may face unexpected events such as sickness, disability or premature death while saving for retirement. So we must equip ourselves with tools to manage these unexpected and potentially devastating events.


Focused planning and proper preparation are needed now more than ever when it comes to building a retirement plan. For physicians with little time to spare, the task may seem too overwhelming and complex. What’s missing is a clear process for HOW to build it properly. This led us to create a comprehensive approach for achieving retirement clarity. The process involves performing a detailed cash flow analysis, which is then used to create a custom plan for achieving your retirement accumulation goals. The process also incorporates the necessary risk management tools designed to protect you from unexpected events that could obstruct your path and hinder you from successfully reaching retirement’s summit.