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PRE RETIREES/RETIREES

A Pre-Retiree is typically between the ages of 55-65, nearing the end of their accumulation phase, and interested in laying the groundwork for a coordinated retirement income plan. Attempting to put away as much money as possible while insulating their nest egg from an ill-timed market pullback are top priorities. 

A Retiree is typically aged 60+, migrating into the principal preservation and income generation phases, and seeking the peace of mind a coordinated and dynamic retirement income plan can provide. Developing a Social Security optimization strategy, coordinating required minimum distributions, and ensuring estate planning is in order are all important to a retiree. Both pre-retirees and retirees seek to insulate their assets from the costs associated with potential long term care needs.

Annual investment advisory fees are billed quarterly and based upon the account value at the end of each quarter. Family members will benefit from account balance aggregation to achieve favorable advisory fee breakpoints.

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Investment Management Only

Investment Management & Financial Planning

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