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THE PLANNERS

The 10-15 years before retirement are exciting for us financial advisors. It’s the time to get all of your ducks in a row, so to speak, so that your transition into retirement comes as smoothly as we think it should.

During this time, we can evaluate your income needs today and at your desired retirement age to see if you are on track. We will consider your:

 Retirement accounts

 Real estate holdings

 Business assets

 Life insurance policies

 Tax situation

Now might be the right time to look into long-term care insurance as well as to take steps to think about your estate planning needs and goals.

ASK A QUESTION
We’re happy to help.

OUR CLIENTS

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