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We are a team of CERTIFIED FINANCIAL PLANNER™ professionals dedicated to helping individuals approach retirement prepared.

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It may be startling to think about, but with many retirements now lasting 20 years, 30 years or even longer, you could actually spend a third or more of your life in retirement.

The clients we serve are approaching these years and asking themselves questions like;

  • Have I saved enough to stop working?
  • How much can I spend each year?
  • Am I really ready to retire?
  • How am I going to replace my paycheck so I can do the things I've always dreamed of doing?
  • When should I begin collecting Social Security benefits?
  • Which Medicare plan is right for me?
  • Am I going to run out of money in retirement?
  • Am I going to be OK?

We are here to answer these questions and many more.

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Information on our site is updated frequently and we wouldn't want you to miss any developments in the areas of retirement and financial planning, please check back often. 

If any of your questions weren't answered, please don't hesitate to contact us.