In this unprecedented environment…

Be Prudent vs. Panicked

Approximately 74% of Americans voluntarily receive reduced retirement income because they do not know all the facts.

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Do you have a retirement plan? When was the last time you went over your treatment plan? Did you start drawing from your social security yet? How much of your social security s being taxed each year? You need answers.

It’s never too late to learn the facts and confirm answered so that you can make what may well be the most important financial decisions for your retirement. A second opinion can never hurt, can help you to understand your options and maximize your benefits to help secure your retirement.

I would like to offer you a complimentary chat with a retirement specialist who can help separate fact from fiction, and help you make some informed decisions.

“May your choices reflect your hopes, not your fears.”
-Nelson Mandela

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    General Financial/Retirement QuestionsRetirement Income ProjectionPortfolio AssessmentTax Efficiency AssessmentLong Term Care

    Social SecurityMedicare AnalysisEstate Plan Review401(k) AssessmentLife Insurance Assessment