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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

10 Years and Counting….Points to Consider as You Approach Retirement

What are the key points to consider in the years leading up to retirement?
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Deciding When to Retire: When Timing Becomes Critical
Are you thinking about early retirement…. delaying retirement??
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Converting Savings to Retirement Income
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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