You’ve spent a lifetime working hard and saving smart. Building your career, supporting your family, growing your investments. Now, retirement is no longer a far-off idea—it’s the next chapter. And it’s one that brings big changes to how you view and manage your wealth.
At Freeman Group Private Wealth Management, we help pre-retirees and retirees across Halifax and beyond make the transition with clarity and confidence. You’re no longer just saving for the future. Now you’re asking: how do I use what I’ve built to live well today, protect my future, and support the people I care about?
That’s where we come in—with real, thoughtful planning designed around your life.
Your priorities have changed. So should your financial plan.
Saving is important. But once you step into retirement—or get close to it—the conversation shifts. Now it’s about turning those savings into income. Protecting what you’ve built. Managing taxes. Planning ahead for longer life expectancy, health care costs, and legacy goals.
These are not small changes. They require a different strategy, different questions, and a different kind of advice. We work with clients to address the new realities of retirement with care and precision:
You may live longer than you expect—and your money needs to last
A rising tax bill can quietly erode your income and savings
Generating retirement income is different than saving for retirement
Leaving a meaningful legacy depends on proactive, smart planning
We help you look forward—with clarity, not anxiety
Retirement should feel like an opportunity, not a risk. But without the right plan, it can feel uncertain. At Freeman Group, we help pre-retirees and retirees build a clear path forward—one that reflects what matters most to them.
That starts by sitting down with you, listening carefully, and asking the right questions. What do you want retirement to look like? What are your biggest worries? What would bring you peace of mind?
Then, we get to work building a plan that’s personal, flexible, and built for life’s real twists and turns.
Your plan includes more than numbers on a page
We don’t believe retirement planning should revolve around charts and buzzwords. Your financial life is more than that. We focus on the real-life details that shape how your wealth supports you:
- Creating a sustainable, tax-efficient income stream that fits your lifestyle
- Adjusting your investment portfolio for your goals and risk tolerance
- Preparing for health care costs, assisted living, or unexpected life events
- Structuring your estate plan so that it reflects your values and supports your loved ones
Whether you’re trying to decide when to retire, wondering if you’ve saved enough, or thinking about how to make the most of your pension or RRIF, we’ll help you make smart decisions with confidence.
And we don’t vanish after the plan is created
Retirement changes. Life shifts. So do priorities. That’s why we stay connected—checking in regularly, answering new questions, adjusting when needed. Your plan grows with you. It bends without breaking. You’ll never have to wonder who to call. You’ll never feel like you’re on your own.