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Retirement Planning

We understand and appreciate that you have worked hard, made sacrifices, and executed a disciplined investment plan. Now you are planning your transition to retirement. Whether you are anxious or excited about the transition, understanding what you have and the decisions that you will have to make is critical to making your retirement dream a reality.

We believe that a strong retirement plan balances an ample cash reserve with guaranteed income sources and flexible income sources.  Our Advisors can help you review an inventory of your assets earmarked for generating retirement income through a consultative introductory meeting and can then help you allocate your retirement assets to help you enjoy your retirement now and into the future.  Our Advisors can also help you weigh your options for claiming Social Security, electing pension payouts, allocating for healthcare and long-term care, and leaving a legacy for future generations.

More important than understanding your financial assets and holdings, our Advisors aim to understand the retirement you envision.  We want to understand when you think you'll retire, where you want to live, how you want to spend your time, and what retirement means to you. Is it moving closer to your children and grand-children, is cutting your hours back at the office to volunteer more, or is it exiting the workforce to enjoy the rewards of hard work?  Your situation is unique, and we want to provide you with a plan that is tailored to your goals because the best plan is a flexible plan that can weather market fluctuations, rising costs, and unexpected expenses—all while ensuring you can enjoy the retirement you envisioned.

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