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Retirement Planning

For many, making the adjustment from working to no longer receiving a paycheck can be daunting. 


We implement a sophisticated but simple to understand process for retirement income that:

The way to accomplish this is not simply following rules of thumb, but instead customizing it to your specific situation.

We project out annual retirement needs, going at least 7 years into the future, identify the sources of income already coming in (Social Security, pension, part-time work), and then fill the gaps with income planning from investments. 

The result is consistent retirement income, reduced tax rates, and a feeling of confidence during a time of transition.

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