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Navigating Your Financial Life Stages:

Retirement & Legacy Planning

Client Centered

As we near and enter retirement, there is a shift from accumulation of assets to the distribution of your accumulated wealth. Planning for when, where and how to take your money out of various investments in conjunction with social security, pensions and/or other savings has a significant impact on the outcomes of your overall household financial plan. This important stage addresses the distribution of assets and includes tax strategies, life goals, health considerations and gifting desires both during life and after death.

What's Next?
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