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Many people will reach their golden years and discover that they cannot “afford” to retire. For some, it will be because they did not have the assets to fund retirement. For many others, it will be a case of not knowing how much is needed.
We work with clients to help:
Identify the amount needed for retirement
Establish a plan to fund the retirement needs
Maximize investment returns within the parameters of risk tolerance
Set up qualified plans (pensions, 401(k) and IRA’s and Rollover IRA’s)
Find vehicles that provide tax free or tax deferred returns
Maximize Social Security benefits
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