Retirement Planning
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Description
"When can I be financially independent?" is the central question asked by nearly every client and answering it is vital to the completion of any sound financial plan. Financial independence means something different to every client. Together we determine and clarify what it means to you and your family, assess your current situation and opportunities, and develop strategies to enhance your ability to take advantage of those opportunities; helping you move towards and ultimately achieve your goal of financial independence.
We focus is on quantifying the resources necessary to achieve your objectives and maximizing accumulation of assets while managing income taxes, both in the accumulation (pre retirement) and distribution (post retirement) phases.
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Retirement Planning
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