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RETIREMENT PLANNING

Retirement Readiness Report

Retirement Readiness Report

Is your comfortability in retirement a concern?

When you are headed into the unknown it just makes sense to have an idea of the basics.

This report helps you do that from a high level.

*** Reports are no substitute for a customized and written plan tackling all of your concerns and needs with precision and definitive execution.  They are the first step into getting your ducks in a row and we don’t feel they are the last.  When it comes to written plans, we take a customization approach so you won’t see a laundry list of available plans on our website… just ask and we will start the dialogue of what plans we can help provide to best suit your needs.  

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Please call or email our office for the location nearest you! As nationally recognized experts our firm and/or our managing partners are able to serve residents of AL, AZ, AR, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, ME, MA, MD, MI, MO, MS, NV, NH, NJ, NM, NY, NC, ND, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WV, WI, and WY. If you are coming to us by referral and are a resident of a state not listed, please bring that to our attention.

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Check the background of your financial professional on FINRA's BrokerCheck We are all about client education We take a very consultative approach with clients and therefore create a lot of educational content for client use. In fairness, we often offer this to the general public for free and openly have conversations about the material within in many settings. If an industry professional wishes to use our copywritten content we ask that they obtain written permission and pay for any downloads, regardless of use. The fee for industry professionals varies per piece with a minimum of $150 per download.