If you want to be sure you will have enough after-tax income in retirement to meet your needs, we do this analysis (tax and portfolio) for our investment clients at no cost (you don't have to have all your investments with us, but a significant portion). We are uniquely qualified to do this, and we have been doing so since 1999. Our fee-based platform is competitively priced and includes significant value-add. Rob has been a Chartered Accountant and a tax specialist for over 40 years. Already sure you have more than enough income for retirement? We have been doing significant estate planning work for the better part of 40 years. Rob is also enrolled to practice before the IRS. We practice at a very high level. Find out what we mean by that with a complementary meeting.