One of our objectives is to help our clients better understand our complete array of services and capabilities. In discussions with our clients, a common theme emerged, whether the person was 25 or 75 years of age. Everyone had the ultimate goal of meeting their financial needs and enjoying a worry-free retirement. While the actual definition of “retirement” varied greatly, the idea of a stage in life where your savings and investments are sufficient to allow you to do what you want to do, not what you have to do, had great appeal. Thus we created The Worry-Free Retirement Experience™.

The Worry-Free Retirement Experience™ will help you develop a financial plan so you can experience a retirement free from financial stresses and concerns. Created by the retirement experts at Polson Bourbonniere, The Worry-Free Retirement Experience™ will help you to achieve a level of retirement income to enjoy life and to realize your legacy dreams for your family.

As you can see from the chart, we have developed a unique 10-step financial planning process as part of The Worry-Free Retirement Experience™. This exceeds the 6-step process endorsed by Advocis, and is tailored to your specific needs and objectives.

Financial security is just one factor in a successful retirement. Money does, however, significantly influence many other factors such as your ability to handle the transition from “work” to the next stage of your life. Planning begins by reflecting on what we call “your vision”.

As part of The Worry-Free Retirement Experience™, you develop your Worry-Free Retirement Vision and identify obstacles. Consider the following questions:

A key stage of The Worry-Free Retirement Experience™ is the development of strategies and key action steps as part of your Worry-Free Retirement Plan. Through a team approach, using both Polson Bourbonniere and any necessary outside professional advisors, we then implement your plan and review your progress regularly, making adjustments as required.

Why should you have a Worry-Free Retirement Plan? Quite simply, in recent years the average age of “retirement” has dropped to 58. You could still have 1/3rd of your lifetime ahead of you.