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Planning to smooth the transition
The five years before and after retirement represent a very important "window" financially. This is the time when you need to do the serious work to prepare for life without a salary ... and it is also the time to refine and adjust the retirement plan that you put in place, as your retirement develops.
Scott can help you with both of these matters. He can review how much retirement savings you have now and detail the possibilities that may help you keep it growing and give you steady retirement income. If you have recently retired, he can check with you to see if your income withdrawals are appropriate for your long-range financial health.
Simplifying the complex
Does reading about financial matters make your head spin? Or do you know quite a bit about investing, but wish you knew more? Scott can explain key concepts and offer advanced strategies for you.
You gain clarity with his financial guidance. You know how your money is invested, and why. He gives you actionable steps to take toward your financial goals.
Why not learn more? Scott invites you to contact him today. Meet a financial advisor who will do some of the hard work for you and take the time to help you plan a coordinated retirement transition.
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