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Retirement Planning

Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:

  • Focus on creating sustainable income throughout your life
  • Addressing your retirement income needs, desires and expenses
  • Maintaining lifestyle choices and priorities
  • Seeking to ensure that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

We can help you develop a comprehensive plan to:

  • Identify and pursue your lifetime income goals
  • Minimize taxes on income—now and during retirement
  • Evaluate the variables in your retirement plan to ensure alignment with your objectives
  • Identify the best strategy regarding assets from employer plans including 401(k) and 403(b) plans
  • Establish Roth or Traditional IRAs

See also