Retirees

Improve your financial situation and future well-being

Retirees

Solutions for Retirees

Ensure your long-term financial security with Altermann Fuller Ltd.

Are you planning your retirement but have concerns that you will outlive your money or simply want to make sure that your family will be adequately taken care of if something should happen to you? If you simply want to talk about your future well-being or improve your financial situation, make the most of your savings and ensure you aren't paying more tax than is necessary, we can help.

We provide advice, guidance, and direction for those about to retire and those already enjoying their retirement years.

Some of the areas most frequently discussed concerning retirement include:

How do I reduce the chances of outliving my savings?
If I downsize my home, what is the best use of the excess sale proceeds?
I'm considering moving closer to my family; what are the financial implications?
How do I start preparing to transfer assets to my children yet still protect my spouse?
If I die first, how can I ensure my spouse is financially secure?

Retirement should be a time filled with joy and the freedom to do whatever your heart desires. Unfortunately, for many, it is simply a time of just getting by, cutting back, ensuring the bills are paid and there's food on the table. With careful planning and guidance, your golden years can be the happiest and most financially secure of your entire life. After all – you worked many years for it.

At Altermann Fuller Ltd, whatever stage in the retirement process you are at, whether still working and planning your retirement, fast approaching your retirement date, or already retired, we can help. With decades of experience behind us, we can help you improve your life and alleviate the burden of stress caused by uncertainty about your future.

Some of the many benefits of using our services include:

Making the most of your assets to provide for your retirement and financial security
Identifying ways to boost your income
Determining how much you can spend and how much you can give to others
Understanding and protecting your financial security
Regularly reviewing your plans to keep you on the right path
Having a relationship with someone who knows and understands you
Having access to the care and advice you need as you age
Maximizing your investment returns in line with your risk tolerance
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