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The next step…. 

You work most of your adult life. You save money diligently every year in a retirement plan. Your house is worth several times more than when you bought it. The kids are all grown up and now you want to retire. Now come a new set of questions and challenges that could keep you up at night:

  • What amount of income can I withdraw?
  • What type of insurance do I need?
  • Do I need to downsize my home?
  • Do I withdraw my qualified or non-qualified assets first?
  • How will Social Security come into play?
  • What about health insurance?
  • What about Long Term Care Insurance?

We are told for years to save and what to save our money in, but nobody ever told us what to do with the assets once we retire. What is the “exit strategy”? 

We can help you identify the best retirement income strategies to help increase income from your assets. To help you have confidence in your financial decisions.

It offers strategic insights on a variety of retirement strategies and insurance vehicles; if and how they should be considered as part your personal financial plan; and gives you a roadmap for pitfalls and opportunities in the future.

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.  With any investment vehicle, past performance is not a guarantee of future results.