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655 Engineering Drive, Suite 125 Peachtree Corners, GA 30092

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Retirement Planning

The Road You Want to Travel

We utilize a thorough discovery process and sophisticated financial planning tools to develop a customized retirement plan for you. The plan we create will serve as a roadmap for you and your family on the road to financial independence.

Elements of the plan will include:

  • Target dates for retirement
  • Lifestyle and major purchase goals
  • Cash flow needs in retirement
  • Tax planning and effective distribution strategies in retirement
  • Social security planning
Related Articles on Retirement Planning

Related Articles on Retirement Planning

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What's your plan for taking distributions from your investment accounts?
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All About IRA's
Traditional vs. Roth?
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Myths and Facts About Social Security
Are Social Security benefits taxable? What happens if you keep working?
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Social Security Basics
How do you qualify? How much will your benefits be?
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