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Our Customized Services

Retirement Planning

Envision your retirement. Our financial advisors can help you create a financial plan to enjoy the life you deserve.

Step 1– Our retirement planners start every relationship by making sure we have a clear understanding of your goals. Your goals become our foundation for your tailored financial plan. We will discuss longevity risk, market volatility risk, and spending shock risk upfront to uncover not only your risk tolerance but also your emotional tolerance for potential volatility through retirement.

Step 2 – We will then utilize our cutting edge financial software in real time to input all of your relevant financial data in one place. This will include your assets, expenses, and investments. Your data will then go to a case design specialist that will use a holistic approach to design your plan while taking all your data into consideration with all tools in the industry available.

Step 3 – You will receive a written plan that will encompass both phases of the retirement plan.

               Phase 1 – Accumulation and Contribution (Up the Mountain)

  • Investments
  • Asset Allocation

               Phase 2 – Distribution and Income (Down the Mountain)

  • Long-Term Care
  • Tax Planning
  • Social Security
  • Optimization
  • RMDs
  • Income Planning
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