Retirement Planning

When it comes to saving for retirement, Stoker Ostler will help you devise a strategy based upon your target retirement date, your current financial situation and your future financial needs that allows you the opportunity to best achieve your goals. We believe that the best retirement plan is the one that allows you the peace of mind for your future, without undue stress today.

Wealth Management Services

Understanding the complexities of retirement savings tools can be a mind-boggling exercise. Our professionals help take the guess work out of planning by presenting all the options in easy to understand formats, complete with visual income projections.  Whether you are self-employed or work for a large corporation, we can help you devise a plan that would help you manage your defined benefit plan with an eye toward building your wealth for the future.

Stoker Ostler professionals evaluate six key variables when approaching retirement planning:

  1. Anticipated age at retirement
  2. Amount of annual income needed at retirement (as a percentage of pre-retirement income)
  3. Growth rate on savings balanced appropriately by personal risk tolerance
  4. Estimated life expectancy, based on average life expectancy and adjusted for personal health and family longevity history
  5. Current savings and financial needs
  6. Changing tax laws affecting retirement savings and distribution

Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., a SEC registered investment adviser. BMO and BMO Financial Group are trade names used by Bank of Montreal.
Investments are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

Copyright 2007–2017 Stoker Ostler Wealth Advisors, Inc.