What We Do
We Specialize in Retirement and Estate Planning.
Planning for your future means understanding where you are now and where you want to go. We work with you to create the retirement experience you want and ensure that your wealth stays in your family. Your vision for retirement is unique, we can work with you to create a custom plan.
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Why work with us to review your retirement plans today?
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The retirement landscape is changing. Today people are living longer, more active and healthier lives.
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Planning earlier allows you to take advantage of opportunities for wealth transfer that may not be available later in life.
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Strategic retirement and estate planning today can help reduce the stress you may face tomorrow.
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Get in touch with us today to book a 30 minute consultation to discuss how we can enhance your retirement lifestyle.
Our Approach
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5 Main Reasons You Will Benefit From Our
Custom Financial Planning Services
3. We Help You Transition Through Every Stage of Retirement.
Along with her experience and expertise in financial planning, Krystyn brings a unique perspective to the table and can understand, anticipate and plan for your needs at every stage of life. Schilling Financial can help you clarify your financial needs so you can make your retirement goals a reality.
5. We Put You First.
We are committed to building client relationships based on trust. From start to finish, we are here to support and guide you through the transitions you will experience at each stage of retirement planning — and retirement living. We put your best interests first and build your financial plan to help you reach your financial and lifestyle goals, whatever they are.
2. We look at the BIG picture.
Before we create your financial plan we take the time to get to know you. We review your values and goals, your desired legacy plans, your income sources (pension plans, government programs, savings, investments, insurance, spousal income, etc…), and your anticipated expenses. We even factor in any special expenses like home renovations, new vehicles or trips you might have on the horizon.
4. We Value Communication And Transparency.
Each client is unique. As your financial planners, we want you to feel confident about the process from the first stages of planning and beyond. Whether you prefer a hands-on or a hands-off level of involvement, we are happy to accommodate. What we need from you is clear communication about changes to your life’s circumstances and goals. We value your input and we base our plans around what is most important to you.
Who We Work With
Are you nearing retirement and eager to make the most of the next chapter in your life?
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We specialize in working with people like you who are:
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Planning for a fulfilling retirement:
Retirement isn't just about winding down; it's an opportunity to embrace new experiences. You've worked hard and saved throughout your career, and now you're looking forward to a secure and comfortable next chapter. You may envision travelling the world, spending more time with family, or pursuing hobbies you never had time for before.
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Financially prepared:
You've accumulated assets and want to ensure they continue to work for you throughout your retirement. You're interested in tax-efficient strategies that maximize your income and minimize your tax burden.​
Looking for expert guidance:
You understand the importance of financial and retirement planning, but you might feel overwhelmed by the complexities involved. You value a professional who can create a personalized plan and provide ongoing support to navigate your financial future with confidence