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Services - Retirement Planning.

At the outset please understand that Planning is NOT OPTIONAL. If you fail to Plan then You Plan to Fail. The thing to understand here is that contractual regularity is the key. Small amounts on a regular basis will add up to substantial savings.

Regularity ultimately leads to Affordability. If you cannot take out a dime out of a dollar you will never take out a hundred thousand out of a million.

The nicest thing about NOT PLANNING is that failure comes as a complete surprise and is not preceded by a period of worry and depression.

Let it also be understood that we are making our own choices of Retirement every day. Our NOW will determine our Future.

arrow Life Insurance, Tax and Estate Planning.
arrow Investment Management.
arrow Retirement Planning.
arrow World Class University funding strategies.
arrow Analyzing the risks ( death, inflation,
  taxes, etc.) to your financial goals.
Advantages of Adequate Retirement Provisions

Maintaining the Standard of Living that we are accustomed to

point Allowing us to lead a life of dignity post retirement
point Being independent of the two C’s viz Children & Charity
point Being independent of the two C’s viz Children & Charity
Roadblocks to Retirement Planning:

Spending more and saving less. The ideal way to go is to adopt the” income – savings = expenses” route. But most people adopt the” income – expenses = savings” route.


Unexpected and unforeseen expenses for e.g. medical expenses.


Inadequate insurance cover.


Premature use of Retirement funds for children’s marriage etc or for maintenance of lifestyle of family.

point The clear and present danger is that most people may outlive their Retirement monies, thereby being forced to resort to Reverse Mortgage for survival.


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