LP – The 5 keys to retirement planning

The 5 keys to retirements planning

Ellerfield has created a detailed and tailored retirement program called FOCUS2.

Framework Of Certainty, Understanding and Strategic Solutions.


A stable retirement needs an environment of certainty and control. Ellerfield creates a structure offering maximum control while providing a detailed understanding of the ‘why’. Here is how Ellerfield does it.


The 5 Keys to Retirement Planning

  1. Knowledge Enhancement:
  2. Getting Ready
  3. Income Planning
  4. Withdrawal and Investment Strategies
  5. Estate Planning