Severance & Retirement

Hatch Muir Financial Group specializes in severance and early retirement planning for individuals, organizations, and companies. We have served clients from both the public and private sectors, such as Fletcher Challenge, Eaton’s, the Federal Government, the Province of British Columbia, Telus Corporation, Terasen Gas, Catalyst, and CHTV, just to name a few.

When you are considering a severance or early retirement offer, there are many issues that need to be addressed. It is a decision that needs to be assessed carefully and should involve all the individuals that may be affected.

Issues that we consider with clients:

  • Heath issues

  • Banking concerns

  • Tax impact

  • Asset review

  • Cash flow

  • Legal ramifications

  • Benefit replacement

  • Impact on family

  • Financial planning

  • Pension options

  • Retirement planning

  • Future employment

  • Wealth design

  • Estate planning

 

All of the above-mentioned issues should be reviewed to determine the impact on you and your family.

Whether or not you accept the package you are being offered will depend upon your own personal circumstances. You should consider whether you wish to retire or continue to work. You may already have planned for a career change or retirement and this may be the opportunity you were looking for. Either way, you need to review your options carefully before you make the final decision.

Hatch Muir Financial Group provides educational sessions on an individual and group basis. Please contact us to confirm your attendance at an upcoming session.