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Our Phased Retirement Planning Process

Whether you’re preparing for or already in retirement, you deserve to be over the moon, not overwhelmed. We work together with our family of clients to craft, implement and maintain strategies that won’t crater out — and it all starts with our Phased Retirement Planning Process. Here’s how it works:

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1. New Phase

We’ll discuss your goals, concerns and vision for retirement, and you’ll learn a little about us. A thorough review of your unique financial situation will inform and guide us as we craft your customized strategy.

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2. Rising Phase

Here’s where we present our findings and explain how we can help you not only stay afloat but ride the wave in your post-workforce years. This work represents one giant leap for your retirement!

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3. Full Phase

It’s time to elevate the level of your retirement! We’ll create your custom plan and, with your approval, get it working for you. Active management helps ensure the strategy stays waxing, not waning.

annuity-myths

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Wondering How to Create Income in Retirement?

Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:

  • Annuities make accessing money impossible.
  • Annuities are too complicated to understand.
  • Savings are enough — why an annuity?

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Check Out Our Full Suite of Services

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

Retirement Income Strategies

Wealth Management

Annuities

Investments

IRA/401(k) Rollovers

Asset Protection Strategies

Life Insurance

Tax-Efficient Strategies

IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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