Many of us look forward to our retirement years, in which we can peacefully enjoy all our years of hard work.
However, despite the fact that for years we contribute every month significant sums to our pension fund, many have the unpleasant understanding as retirement approaches (and sometimes after it arrives) that the accumulated pension will not allow them to enjoy the quality of life to which they desire. Surprisingly and unfortunately, this is true also for many people who in their working years earned very high income. This is because the amount contributed to the pension fund throughout the years was derived from a leaner base salary, on top of which were layered various additions.
Marks Consultants’ Retirement Investment Planning service is designed for people who are approaching retirement, or for those that have already reached retirement. The aim of the service is to find a way to take advantage of the available resources (properties, cash, Pension programs, national insurance, and more), and to extract from them the maximum possible additional monthly income.
This service is also provided by a senior financial consultant that individually accompanies the client. The consultation includes several stages:
The expected final result of the process is improving the client’s level of monthly income, in a manner that will continue to serve the client throughout all their years of retirement.
The process takes several weeks, and after it is completed Marks Consultants remain available for questions and additional requests.
Need financial consulting in a topic not listed in our services?
Contact us and we will provide a unique tailored consultation according to your needs, budget, and other considerations