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Buxton Financial For Retirement
Personalized retirement planning with a person-centred approach for a confident future.
5(5 reviews)
Business
$$$
Personalized retirement planning with a person-centred approach for a confident future.
Buxton Financial For Retirement, located in Toronto's First Canadian Place, specializes in comprehensive retirement planning with a focus on personal goals and financial expertise. Led by Marlene, the firm offers tailored services including income strategy, investment planning, tax implications, and estate planning. With a 4.9/5 rating from 45 reviews, we provide stress-free, thorough guidance to help clients navigate retirement confidently and enjoyably.
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Develop customized strategies for income sources and streams to ensure financial stability in retirement.
Analyze and optimize investment portfolios to align with retirement goals and risk tolerance.
Assess tax impacts and provide planning to minimize liabilities and maximize retirement savings.
Create comprehensive estate plans to protect assets and ensure wishes are met for future generations.
Integrate personal and lifestyle goals into financial planning for a holistic retirement roadmap.
Guide clients through the retirement process with thorough reviews and scenario mapping for a clear plan.
Malene is outstanding in her field. A true professional that confirmed our vision and developed a plan for our retirement. Nothing better than the personal touch of dealing direct with the owner and their passion for their craft with zero conflicts of interest!
Marlene was extremely helpful. She is clear, her instructions are easy to follow and she takes care to understand her client's priorities. Her financial plannibng was excellent,
The process for retirement planning can be complex, including the process of teasing out the expectations of partners. Marlene has a true person-centred approach, as well as tons of technical expertise. We completed the process feeling confident that all angles had been considered and that we have a plan that is fit for our needs and wishes.
Really enjoyed working with Marlene on mapping out my financial plan and various scenarios for retirement and streams of income. She was incredibly thorough and the process was designed in a way not to be overwhelming and allowed for time to digest and ask all appropriate questions. I would highly recommend for anyone in the pre-retirement phase who doesn't have a pension and needs a clear plan for how and when they can retire.
Marlene guided us through the retirement process from beginning to end. She not only did a review from a financial viewpoint, but she also did a comprehensive assessment of all our lifestyle goals. Marlene took time to listen and ask the right questions to provide a road map to retirement that included goals and timelines, a review of income sources, investment strategy, expense projections, tax implications, risks and estate planning. She made the experience personal, stress free and enjoyable. We would highly recommend Buxton Financial for anyone considering retirement.
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