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Retirement Planning

What you may be thinking:

When should I take Social Security?

Do I have enough saved to safely retire?

How do I spend my retirement nest egg efficiently?

What are my options for PERA?

Do I need long-term care insurance?

Can I leave a legacy for my children and grandchildren?

Client Centered

You've dedicated your entire life to saving for retirement. However, you may still have concerns about having enough funds to enjoy your retirement, handle unexpected expenses, pay for long-term care if necessary, and leave a legacy for your loved ones. Our approach encompasses various aspects of your finances, including tax planning, estate planning, long-term care planning, and distribution planning. You'll benefit from advisors who strive to find tax-efficient and time-efficient methods to help you achieve your retirement goals while ensuring that your savings last beyond your lifetime.

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Whether it is investment planning, tax planning, business planning, estate planning, or long-term care planning, we want you to feel confident that all the details have been taken care of for your future.

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INSIGHTS
Knowledge Library

Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.
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Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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