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Retirement

Our approach to retirement planning focuses on what matters most – your family, your occupation, and your dreams and aspirations. Once we know your desired lifestyle, we then come up with a plan that is tailored to your needs.

We do this by utilizing a unique bucket strategy that incorporates all retirement income sources. We then allocate a portion of your assets to a
safe money bucket that offers protection from market volatility while still providing the opportunity to grow. We then allocate the remaining
funds to investments for long-term growth and income.

Income Bucket

Income Bucket

Potential income sources =

Social Security + pension +

dividends + rental income.

Safe Money Bucket

Safe Money Bucket

Safe money to cover

one year of expenses.

Investment Bucket

Investment Bucket

Investments to help keep up

with rising costs.

Our process also incorporates strategies to help you with all of the other areas of your financial life.

Our Client Centered Process

Our Client Centered Process

Schedule a meeting now to learn more.