What retirement planning services do you offer?

Sun Life Financial provides a range of retirement planning services designed to meet the diverse needs of individuals preparing for retirement. Their offerings typically include personalized retirement income planning, which helps clients determine how much money they will need to sustain their lifestyle in retirement. Sun Life Financial also offers investment solutions, such as registered retirement savings plans and tax-free savings accounts, which can help individuals accumulate wealth over time while maximizing tax efficiency. In addition, Sun Life Financial often provides guidance on pension options, helping clients understand the various choices available to them, whether they are transitioning from a workplace pension or planning to manage their own retirement savings. They may also offer tools and calculators on their website that allow individuals to simulate different retirement scenarios, estimate income requirements, and assess their savings progress. Furthermore, wealth management services may also be available to assist clients in aligning their investment strategies with their retirement goals, ensuring a well-rounded approach to financial planning. Individuals are encouraged to explore the latest information and tools available on the Sun Life Financial website, as this can provide additional insights on specific services, resources, and contact information. Whether one needs assistance with budgeting, investment selection, or navigating the retirement landscape, Sun Life Financial aims to support effective retirement planning.