You’ve spent years building your wealth. Now comes a new chapter—one that looks very different. Retirement isn’t just the end of work. It’s a major shift in how you think about money. I’m Conor Amyot, and I help people like you make that shift with clarity and confidence.
This phase is about more than growing your wealth. It’s about protecting it, enjoying it, and making it last.
Retirement shouldn’t feel like a question mark
If you’re getting close to retirement—or already there—you probably have a lot on your mind. Can I keep up my lifestyle? Will my money last? How do I draw income without paying too much tax?
Those questions are normal. And with the right plan, they have answers.
I’ll help you understand where you are now, what’s possible going forward, and how to turn your savings into a reliable, tax-efficient income. We’ll take your goals, family, and financial picture into account. Then we’ll build a plan that fits—all explained clearly, step by step.
What worked before might not work now
The strategies you used while saving won’t get you through retirement. In fact, they can sometimes work against you if you don’t adjust in time. I help pre-retirees avoid costly tax surprises, poorly timed withdrawals, and investment risk that no longer makes sense.
We’ll talk about how to sequence withdrawals, what accounts to draw from first, and how to avoid clawbacks or missed credits. I’ll show you how to enjoy what you’ve earned without fear of running out—or giving too much to the government.
A plan that protects more than your portfolio
Retirement isn’t all numbers. It’s also about peace of mind. I take the time to understand what matters most—your lifestyle, your family, your values—and build your plan around that.
Whether you're looking to travel, support your grandkids, or leave a meaningful legacy, I’ll help you protect what you’ve built and make decisions you can feel good about.
