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Retirement Income Goals


It's Your Future...



Retirement Planning - Why?

Do you know how much you will need for retirement? Most people who retire today will live at least 20 years after they stop working. Social Security and your company pension plan are probably not enough to maintain the lifestyle you desire.

Retirement should be for family, relaxing, and having fun.

Retirement is not ...

bulletwaiting until your 60 to find out that your Social Security benefits only amount to $500 per month.
bullettrying to figure out how you're going to pay for healthcare.
bulletliving off your children.


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Helping You Realize Your Retirement Goals

Seeking financial advice to develop retirement investment strategies will make your retirement years more enjoyable and less stressful. 

bulletReview your retirement goals.
bulletCalculate income and cash flow needs. 
bulletEstablish retirement goals.
bulletRecommend repositioning of assets to help meet your goals.


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Last modified: December 17, 2010