About the Rich Report
Enhanced financial planning and investing concepts for Canadians who want to retire sooner.
Written by an Advice Only financial planner, Brent Richardson, in this blog you’ll discover enhanced financial planning and wealth creation concepts to help you obtain financial freedom and retire sooner.
The goal is to educate and empower you financially to work confidentially with your advisor and reach your goals through financial freedom.
What does this mean?
It means answering the foundational questions about retirement and other major life goals, including:
When can I retire?
How much do I need to retire?
How much do I need to save?
When should I take CPP?
And so on…
While these questions are important, we move beyond these questions, focusing on optimizing and enhancing your financial situation beyond traditional industry promoted advice. So we also discuss such questions as:
How can I retire sooner?
How can I lower investment costs and boost returns?
What strategies can help accelerate my goals?
How can I reduce income taxes more effectively, while growing savings faster?
How do I become mortgage free sooner, while ensuring enough to retire with?
How can I manage investments, rental properties or a business to my best advantage?
How do I optimize my succession planning to pay less tax, and leave more for my loved ones?
How can I do all this while simplifying my situation and achieving financial peace of mind?
We move beyond the conventional ‘RRSP vs TFSA’ to focus on enhanced options.
About Brent Richardson, CFP - Financial Planning and Wealth Management
For Canadians seeking to optimize and navigate their financial picture with confidence, I invite you to connect with me at Altrua Wealth.
You don’t need to stress about your financial future and goals.
Let's uncover opportunities and work together to achieve an easy to understand, growth oriented plan.
Personal Financial Planning
I aim to go the extra mile and review all major investment category options and legal income tax reduction strategies to help you reach your goals.
Because I am an independent advice only financial planner, I am not limited to traditional, higher expense investment strategies. Based on your unique situation, risk tolerance and goals, I seek to deliver as much financial value as possible for your time and money.
Conflict of Interest?
I am 100% advice focused. I do NOT earn income from investment management fees or life insurance sales. I could care less about who manages your money other than asking the fundamental questions: Is this the most effective way to achieve your goals?And, Is it in your best interest?
This advice-focused partnership greatly reduces conflicts of interest.
Planning stages
Visit www.altruawealth.ca.
Start your financial plan today for free
If youd like professional planning service, Ill review your plan in depth and provide you with initial feedback and questions.
We’ll book a financial planning consult that typically lasts 1 - 2 hours and collabourate on your plan.
We’ll stay in touch to help implement your plan.
I remain avaialbe for unlimited emails and calls to ensure your plan is on track.
Fees
Creating a financial plan at altruawealth.ca is free. If youd like advice only professional assistance in developing and implementing your plan, the fee is $1,000.
Follow-up meetings are reccomended every 1-2 years and are $500.
Visit altruawealth.ca to begin for free today!
Satisfaction Guarantee
I aim to provide a minimum 10x return on your financial planning investment.
This means, that if you pay $1,000 for a financial plan, I should be able to show you, realistically, strategies and concepts to gain at least $10,000.
Start planning today!
DISCLAIMER:
The information herein is not intended to be used or construed as investment advice. Any investment decision is to made on the readers own research, independently of the information on this site. This may include consultation from a licensed investment and/or income tax advisor(s). Brent Richardson nor the Rich Report accept any responsibility for the outcome or potential loss for any independent investment decision made. Information in this blog is intended for educational purposes only.
