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Pre-Retiree

You've worked your whole life and retirement doesn't seem so far off anymore. As you look to cap off your working career and transition into retirement, there are so many things to consider. At the end of the day, it's our job to help you define the retirement you'd enjoy most and find a way to help you get there. 







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Maximize Retirement Income

I hope the market does well is a phrase we never want our clients to say. Between 401k plans, IRAs, Investment Accounts, Annuities it's hard to know when to withdraw money, how much to withdraw and from which account is best. Social Security can be incredibly complicated to understand. Knowing when to start taking withdrawals from Social Security can be critically important. We look to advise on how to optimize your income in retirement so that you can retire comfortably and not worry about the performance of the market. 







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Navigate Retirement Risks

There are a series of risks that can derail even the most well thought out retirement plans. It's important for all retirees to be aware of these retirement risks; inflation, sequence of return, market and longevity risk. Having a plan for handling these risks is the key to a secure and happy retirement. 







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