Nearing Retirement


Planning for the Transition.

You're nearing retirement and you feel both excited and nervous.  You're looking forward to enjoying the financial independence you've worked so hard for.

But there are also a lot of things that can keep you up at night.  Have I saved enough?  Am I invested properly?  How should I claim social security and my pension income?  What do I do with my 401(k) when I retire?  What about health insurance and long term care?

Pre-retirement planning takes all of those worries out of your mind and puts them into a plan.  We'll understand your goals and plan your income streams appropriately.  Using our algorithmic analysis, we'll recommend an investment strategy with a goal to maximize your chances of successful outcomes in retirement and we'll monitor your progress on an ongoing basis to make sure you stay on track.  

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