Flourish is designed with older clients in mind. A typical Flourish client would be pre-retirement age, but beginning to think more seriously about what retirement looks like for them. There is a greater focus around different tax issues that may arise in the future, and we discuss this in more detail with clients, to create a suitable solution.
A bigger focus for clients at this time is cashflow planning and beginning to depict a clearer image of your potential income in retirement.
