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We primarily work with individuals and families who are approaching retirement or are already retired.
Most of our clients are 45 or older and need help with developing a sustainable retirement income plan.
Our typical client is asking:

• How much do I need saved in order to retire?
• What should I do about Social Security, Medicare, & Long-Term Care?
• How should I invest while I’m taking money from my retirement accounts?
• How can I be tax efficient with my investments?
  

It’s easy!

Step 1: We start with a 15-minute icebreaker call to make sure our services match your needs.

Step 2: A discovery meeting to gather data and answer any questions you may have.

Step 3: We develop a plan and present our recommendations.

Monthly updates on our view of the market as well as any retirement income related news.