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Financial Independence (Retirement)

Social security benefits, employer-sponsored plans and personal retirement savings - including investments, IRAs, and annuities - typically combine to comprise the retirement income for most Americans. Deciding which retirement choices will serve you best can be daunting, but we can guide you to the options aimed at supporting and enhancing your overall investment and tax strategies. We will also help to create a Retirement Income Distribution Strategy – think your retirement “direct deposit paycheck” – taking into consideration social security, your retirement assets, and the current tax rate environment.

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