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Retirement Planning


We hope you enjoyed our video. Planning for a successful retirement includes an in-depth analysis of numerous topics. We generally break down the accumulation of retirement assets into two stages, the accumulation phase and the distribution phase. Both phases are unique and encompass their own set of problems and solutions. However, many other factors can affect the success of your retirement plan. As an example, in the event of your disability, do you have a plan in place? If you were disabled tomorrow, which of your assets would you liquidate? How long would your assets last? Will there be any money left for your spouse? We elaborate on disability because we have seen numerous retirement accounts wiped out because of poor planning. Other factors of success include selecting the proper option when applying for your pension or social security benefits. In fact, there are so many issues to address, we simply can’t address them all on-line. This is why we offer a free consultation to review and discuss your needs and goals. We hope you will take advantage of this free service and schedule your complementary consultation with one of our financial advisors. We look forward to hearing from you.

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