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Retirement Planning

Often the easiest area of Financial Planning to discuss, Retirement Planning is also the most fraught with concerns, options and necessary strategies. We will customize a plan for as no two situations are identical. We will discuss the three phases of Retirement Planning in depth – the accumulation, distribution and transfer of wealth.

Within this great concept, we consider many factors in creating an action based, long-term plan. Investment time horizon and longevity risk are likely the most important to overall success. Savings rates, risk tolerance paired with asset allocation and market volatility are important factors. Staying the course of a well-designed plan and understanding how life events will affect your plan over time are crucial in creating a successful plan.

A successful result of our work together should be financial independence. Financial independence is the ability to do what you want, when you want, with little concern regarding future cashflow needs.

Call us today to start a conversation about your retirement needs and wants so we can start planning your financial independence.

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