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Retirement Distributon Strategy

In most people’s financial plan, the primary goal is to establish a retirement income so that they can retire comfortably and remain comfortably retired for their entire life. But in order to accomplish this, a holistic approach is needed so that all the pieces of the financial puzzle are considered.

“Am I saving enough to retire and maintain my current lifestyle?”

“Should I keep working for a few more years before I retire?”

“How much income will my investments generate?”

We address these topics and more, while developing your unique plan to achieve the retirement you desire. Your successful retirement is the primary goal of the financial planning process. We take pride in our extensive experience in developing retirement plans and assisting our clients through the transition from accumulated phase to a distribution phase of life. This transition involves establishing sustainable withdrawal rates from assets while paying attention to minimizing taxes.

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