IMR Financial Planning
Schedule a call todayAddressing Important Questions For
Individuals
How much do I need to save? When can I retire? How much can I spend in retirement?
Families
How do we save for education? Are we properly insured? How do we plan for blended families? How do we pass assets along?
Incorporated Professionals
How do I draw income? How do I efficiently save for retirement? What is my drawdown strategy?
Business Owners
Am I properly structured? What is my exit strategy? How do I transition from owner to retiree? How do I transition my assets to the next generation?
A financial plan is not designed to replace the expertise of an accountant or estate lawyer, but rather helps you ensure that all the specialized components of your financial life are supporting each other and designed to best help you achieve your goals.
– Vince Murton
