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Retirement Planning

How do you feel about your retirement plan? If you’re like most people, you probably feel that you’ve made good choices and saved consistently – but you’re not quite sure. What will your expenses be during retirement? Will your monthly income allow you to live the lifestyle you desire?

A comprehensive retirement plan can answer your questions and give you confidence about your future.

In putting together your retirement plan, we will:

  • Identify your retirement goals and desired lifestyle.
  • Evaluate your current financial standing.
  • Identify any “retirement gap” between your savings and your goals.
  • Create a savings and wealth accumulation strategy.
  • Identify the ways for you to save for retirement.
  • Identify ways to potentially maximize investment growth.
  • Identify distribution strategies aiming to minimize your tax burden.
  • Project your retirement income and savings lifespan.
  • Calculate ways to leave retirement assets for the next generation.

Retirement planning should be a part of every comprehensive financial plan. It’s fair to say that for most people it should dominate when it comes to setting financial goals.

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