Pharmacists Pre-Retirement - Next Stage of Life
In the later stages of a pharmacist’s career, financial planning becomes increasingly focused on choice. This may include deciding when to reduce your workload, step away from the pharmacy or transfer ownership.
Important areas to review include:
- Pension provision
- Investments and accessible assets
- The value of the business
- Succession planning
- Ownership transfer
- Family and inheritance objectives
- Your desired retirement lifestyle
A pharmacy can represent a significant part of your wealth, but retirement planning should consider the wider picture too.
Building pensions and investments outside the business can help create greater flexibility and reduce reliance on one asset.
Omega Financial has advised pharmacists in Ireland for over 25 years.
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Omega Financial Management
"We provide personalised solutions for medical professionals to achieve financial peace of mind"
Income Protection | Pensions | Wealth Management
- Tel: 01-2938554
- Web: omegafinancial.ie
- Map: Suite 31 - Beacon Court - D18 FK12
OFM Financial Ltd T/A Omega Financial Management, regulated by the Central Bank of Ireland.