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 Do you know if and when you can financially retire?
Are you saving for your retirement?
Can you save more or less towards retirement?
We will review and challenge you to consider your future. We will determine if you are saving enough for your retirement needs, and if not; we will determine how much more will be required. We will assess the retirement picture and discuss alternatives to achieve your retirement goals; incorporating various investment vehicles and their effect in regard to current income tax code. We will also discuss and consider various distribution opportunities if you have already achieved retirement. We will also evaluate and project if you have enough to continue at the current expense level.
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