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Pre-Retirement

One of the most common questions we receive from clients when they first contact us is, “When can I comfortably retire?” For most people, that’s a very difficult question to answer. Fortunately, through our collaborative financial planning process, that’s exactly what we can tell you! We help people who are preparing for retirement define a clear strategy to pursue their retirement goal.

<span>As part of that process, we will help you answer key questions such as:</span>

As part of that process, we will help you answer key questions such as:

  • Defining realistic retirement spending needs
  • Required savings to manage those spending needs
  • Suitable investment strategies that can give you the highest probability of success
  • Identify risk factors within your portfolio and know the risks you are taking
  • Minimize taxes
  • Maximize retirement income
  • Have a cushion for unexpected expenses
  • Maximizing your estate and leaving a legacy to your heirs/charity