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Welcome to RBC Consulting Group, your trusted partner in retirement planning. With decades of experience in the insurance and financial consulting industry, we are dedicated to providing comprehensive retirement planning services tailored to your unique needs and goals. Our team of skilled advisors combines their expertise with a client-centered approach to help you navigate the complexities of retirement planning with confidence.
At RBC Consulting Group, we offer a comprehensive suite of retirement planning services designed to address the diverse needs of our clients. Our services include:
Retirement planning is essential for several reasons:
Effective retirement planning requires thoughtful investment strategies. Our advisors will help you navigate various investment options and develop a customized approach based on your goals and risk tolerance. Some of the investment strategies we explore include:
Creating a sustainable and reliable income stream during retirement is a key focus of our retirement planning services. We’ll work with you to develop a retirement income plan that aligns with your financial goals and ensures a comfortable lifestyle throughout your retirement years. Our strategies include:
Estate planning is an integral part of retirement planning. We offer guidance on preserving your wealth and ensuring a smooth transfer of assets to your beneficiaries. Our estate planning services include:
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Get an Appointment Today!
Ready to take the first step towards a secure retirement? Contact our team of expert advisors today to schedule a consultation or request more information. We look forward to helping you achieve your retirement goals.
It’s never too early to start planning for retirement. Ideally, it is recommended to start retirement planning as soon as you begin earning income. The earlier you start, the more time you have to save and benefit from compound interest. However, even if you haven’t started yet, it’s never too late to begin. Our advisors can help you develop a tailored plan based on your unique circumstances.
The amount of money you should save for retirement depends on several factors, including your desired retirement lifestyle, expected expenses, and expected lifespan. A general rule of thumb is to save at least 10-15% of your income, but everyone’s situation is different. Our advisors can analyze your financial goals and help you determine a personalized savings target to achieve a comfortable retirement.
Retirement planning involves certain risks, such as market volatility, inflation, and longevity risk. Market fluctuations can impact the value of your investments, so it’s important to have a diversified portfolio. Inflation erodes the purchasing power of your money over time, so your retirement income should keep pace with rising costs. Longevity risk refers to the possibility of outliving your retirement savings. Our advisors can help you address these risks by developing appropriate strategies and regularly reviewing and adjusting your retirement plan.
Yes, your retirement plan can be adjusted as circumstances change. Life events such as marriage, divorce, job changes, or unexpected financial situations may require modifications to your retirement plan. Our advisors offer ongoing support and can help you adapt your plan to align with changing circumstances. Regular reviews ensure that your retirement plan remains relevant and effective in achieving your goals.
RBC Consulting Group has a team of experienced advisors who specialize in retirement planning. We offer personalized guidance tailored to your specific needs and goals. Our services include comprehensive analysis, goal setting, risk assessment, investment strategies, retirement income planning, and estate planning. We will work closely with you to develop a customized retirement plan that aligns with your aspirations and provides peace of mind for your future.
How We Work
Schedule an in-depth discovery session to learn more about you and your financial planning history
This meeting allows us to learn about previous financial planning experience, risk tolerance and your unique goals
RBC Consulting Group puts together a customizable personal financial plan using financial tools to meet your needs
Once our clients review and confirm the customized plan meets their needs, we get them signed up and onboarded.