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Retirement Strategies Aligned with Your Goals

Many pre-retirees walk in my door and ask, “How much money will I need in retirement?” There are a number of factors that determine the answer to that question. After gaining a clear understanding of your unique goals, timeframe and estimated expenses in retirement, I can help you determine the amount of money you may need for retirement. Then I will create a plan based on solid financial strategies to help you realize your dream retirement. 

While many investors focus solely on the wealth accumulation phase, retirement income planning is essential in order to ensure that you do not outlive your income. I can help you create a retirement income plan with the goal of providing a sustainable and predictable stream of income throughout your retirement.

Saving for retirement