Starboard Wealth Planners

We can't predict the future. No one wants to face a catastrophe that could result in the loss of their life, disability, or critical illness. Such eventualities could alter the financial landscape for us and the people we care about. We value the opportunity to help Starboard Wealth Planners and your family plan for later. We offer the following tools and resources. You can't anticipate the unknown, but you can be prepared. Our Critical Illness Insurance provides a lump sum at the onset or progression of specific conditions, such as heart attack, stroke, and cancer. Life is unpredictable. Your finances don't have to be. We understand how crucial it is to properly plan and prepare for your future.ization. We have developed a comprehensive process for all clients, regardless of their financial needs or desired outcomes. Each client's plan is unique. We offer personalized planning by following this process: 1. Identifying your current financial situation. 2. Establishing financial goals. 3. Identifying other options. 4. Evaluating alternatives 5. Implementing and creating a financial plan 6. Review and re-evaluate the plan. Retirement planning is the leading cause of clients who reach out for support. Common questions include, "Will I be able to retire?" “How much should I save for retirement?” The analysis also examines your current spending habits. Retirement appears different for everyone. This could include your financial resources (eg pension, RRSP, and TFSA), inflation, tax grinding, and what you...