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FUTURE PLANNING

We all have a vision of our ideal retirement—whether it’s traveling the world, spending time with family, or pursuing hobbies we never had time for. However, life is unpredictable, and health challenges or physical limitations can arise, making it difficult or even impossible to fulfill those dreams. That’s why having a solid plan is essential. Preparing financially, considering alternative ways to enjoy retirement, and ensuring we have the right support in place can help us adapt if circumstances change. A well-thought-out plan allows us to maintain a fulfilling and comfortable retirement, no matter what challenges come our way.

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Service Provided

  • Retirement Plan Review

  • Education on Facilities or Communities

  • Education on At Home Care

  • Timeline Breakdown Presentation

  • Emergency Medical Plan 

  • Family Response Plan

  • Financial Response Plan

  • Education on Moving Procedures​

  • Out of Country Return Plan

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Bryan Adlam

Sutton Group Quantum Realty Inc., Brokerage

905.808.2136

badlam@sutton.com

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Kim Del La Cruz

Mortgage Alliance

Mortgage Agent

905.517.6721

kim@yourkindofmortgage.com

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Danny Wray

Sales Representative | Urban Group Realty

647.631.9462

danny@urbangroup.com

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Jack Lumsden MBA, CFP®  

Assante Wealth Management

Financial Advisor

905.332.5503

jlumsden@assante.com

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