Retirement Planning – Plan For Your Lifestyle – BMO Harris
The BMO difference
Grow the relationship
We’re in it for the long haul, and our commonalities are the starting point. We share the same community as our clients and similar values.
Eliminate fear
A common barrier our clients face is fear. We’ll help you overcome it by hearing your concerns and discussing practical ways to reach your goals.
Adapt and thrive
We build diverse retirement savings strategies to withstand market fluctuations. Then we work with you to adjust your plan as your circumstances change.
What to expect
The strategies you need for the retirement you want
Planning. Saving. Transitioning. We’ll help you identify each step you need to take to reach your vision for retirement. Then we help you stay the course.
- Retirement planning
- Tax-efficient cash flow
- Retirement asset allocation
- Portfolio management, monitoring and reporting
WEALTH PLANNING UPDATE
Wealth Planning Update: What’s your 2020 tax contingency plan?
Post-election tax planning strategies you may need to consider. You can only plan so much for t…
SEPTEMBER 30, 2020 STEPHEN WHITE
WEALTH PLANNING UPDATE
The quest for financial wellness in an uncertain time
The coronavirus pandemic is impacting each of us in different ways and to different degrees. This i…
APRIL 30, 2020 TANIA SLADE
The new SECURE Act makes changes to retirement saving
Key things to know and planning strategies to consider After a long delay, the SECURE …
JANUARY 06, 2020 STEPHEN WHITE
The people behind the insights
Retirement Planning leadership
Matt Miller is Regional President of the Western U.S. and Florida with BMO…
Matt Miller is Regional President of the Western U.S. and F…
Matt Miller is Regional President of the Western U.S. and Florida with BMO Private Bank. Matt oversees the strategic de…
Susan Oleari is the Regional President of Chicago with BMO Private Ba…
Susan Oleari is the Regional President of Chicago with BMO&…
Susan Oleari is the Regional President of Chicago with BMO Private Bank. Sue oversees the strategic developme…
Peter oversees the strategic development and delivery of BMO Private Bank&…
Peter oversees the strategic development and delivery of BM…
Peter oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform t…
Stephen Johnson is Regional President of the Northern States with BMO Priv…
Stephen Johnson is Regional President of the Northern State…
Stephen Johnson is Regional President of the Northern States with BMO Private Bank. Stephen oversees the strategic…
Tania is National Head of Wealth Planning with BMO Private Bank and is res…
Tania is National Head of Wealth Planning with BMO Private …
Tania is National Head of Wealth Planning with BMO Private Bank and is responsible for strategic development and delive…
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FAQs
The most important factor in determining if you’re saving enough is understanding your retirement goals. That’s why your advisor will spend time getting to know your vision for retirement.
Your retirement plan should be monitored and adjusted as needed to optimize your savings. Factors such as life circumstances, age and changes in your risk tolerance all play a role in this.
It depends on what you want to do, where you want to live, and life events you may face, among other factors. A solid plan will help identify where to adjust your strategy.
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