Severance/Early Retirement

Severance/Early Retirement

Oracle Financial Services specializes in severance and early retirement planning for individuals, organizations and companies. We have served clients from both the public and private sectors, such as Alcan, Eurocan, Hudsons Bay Company, Eaton’s, the Federal Government, the Province of British Columbia, and Telus Corporation.

When you are considering a severance or early retirement offer, there are many issues that need to be addressed. It is a decision that needs to be assessed carefully and should involve all the individuals that may be affected.

Issues that we consider with clients:

  • Heath issues
  • Tax impact
  • Cash flow
  • Benefit replacement
  • Financial planning
  • Retirement planning
  • Investment design
  • Banking concerns
  • Asset review
  • Legal ramifications
  • Impact on family
  • Pension options
  • Future employment
  • Estate planning

All of the above-mentioned issues should be reviewed to determine the impact on you, your family and your financial situation.

Whether or not you accept the package you are being offered will depend upon your own personal circumstances. You should consider whether you wish to retire or continue to work. You may already have planned for a career change or retirement and this may be the opportunity you were looking for. Either way, you need to review your options carefully before you make the final decision. 

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We have a wealth of experience in the financial services industry.

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