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Retirement Planning


As you are nearing your financial freedom, you want to ensure that you can continue living the same lifestyle while checking some items off your bucket list. During this time, we help you get retirement ready so you can enjoy your non-working years to the fullest.

  • Determining when and how to utilize Social Security and Medicare Benefits
  • Reviewing options around reducing taxes. 
  • Determining your potential expenses throughout retirement.
  • Planning for long-term care.
  • Reviewing and modifying your investment plan.

Please fill out both the Wealth Planning Worksheet and the Risk Assessment Survey in preparation for you retirement planning.

Wealth Planning

Wealth Planning


Worksheet
Risk Assessment Survey

Risk Assessment Survey


Survey
Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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