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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
9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn More

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