Retirement Planning

Planning your retirement can be overwhelming. Do you have a plan that can show you income that lasts for 30 years? Are you maximizing your money by paying taxes strategically? Many clients don’t realize they have to pay income tax for all withdrawals from qualified retirement accounts. Are you willing to pay the government that much? And what if your health doesn’t hold up, can you afford the care you’ll need? If you’re a pre-retiree, please meet with someone who can address all of these needs and more! If you have a plan and want a second set of eyes to look over it, please let us know and we would be happy to give your plan a stress test. 


Tel: 602-545-2038

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