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Retirement Planning

Retirement Planning

There are 3 different phases of retirement planning. All phases of retirement are important but having a strategy to preserve your wealth and to effectively distribute your wealth in retirement is vital. There is no one size, fits all approach.  We work with seniors to develop and implement a plan specific to their situation.

When working with seniors our priorities include reducing risk and volatility, creating a secure income stream, asset protection, estate planning, social security planning and inflation risk. We will also look at the impact of taxes on your investments.

We have solutions for you whether you are in retirement already or are preparing for your retirement.

Financial Planning Consultation

Financial Planning Consultation

Many people need assistance with certain aspects of their finances like investment portfolio planning, debt management planning or accumulation planning. Financial planning consultations allow you to work with an advisor to receive expert recommendations specific to your situation and your topics of interest. We will also check in with you an agreed upon number of times to make sure you are still on track to achieve your objectives.

It will be up to you to implement the recommendations. Should you need to purchase or transfer a product in order to meet your goals then our office would be happy to assist you as an additional service. 

Business Planning 

Business Planning 

Do you own your own business? Does your retirement plan include selling your business? We have the tools needed to help you implement and plan a financially secure retirement. 

Business owners find themselves in a unique position as they plan for retirement. They might need assistance with accumulating wealth, debt management and more. 

We have also partnered with an industry expert to create a unique and proven process designed specifically for Dentists. We can help you grow your practice and turn it into wealth and freedom. 

The Secret to a Secure Retirement

The Secret to a Secure Retirement

In this E Book we will look at why current retirement methods are not the optimal solution for seniors and how to plan a secure retirement that allows for your dreams and also addresses  the catastrophic financial risks that seniors face.

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Retirement Tax Mistakes You Can't Afford to Make

Retirement Tax Mistakes You Can't Afford to Make

Taxes are one of the risks you will face in retirement. They can have a major impact on your retirement income if not properly planned for. Be ready for taxes in retirement through this E Book. 

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Designing Dental Wealth

Designing Dental Wealth

A "Can't Save Enough, Can't Sell For Enough Crisis" is plaguing the dental industry. Typical financial plans are not working. But we have partnered with an industry professional that provides a two step proven method. Learn more in this E Book. 

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