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Services > Retirement Planning

What should you be doing now to ensure that you will be able to retire when you want to? What are the “what-if” situations that make it possible to have enough money to last during a long retirement? Will you need to invest more, take more risks, work longer, reduce expenditures or a number of other options that will be reviewed? Should you take social security benefits early or at full retirement age or even later? The retirement planning process would include the following:

We will do a thorough assessment of all aspects of your current financial situation, then formulate a retirement plan that will help reach your goals. Contact us to schedule your no-cost, no-obligation get acquainted meeting to determine our compatibility.