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Certified Financial Planner™ (CFP®)

Chartered Financial Consultant® (ChFC®)

What does your vision of retirement look like? Whatever your vision, it takes the right strategy for your vision to make it happen. Experience has taught us what does and doesn't work from a retirement income perspective. Our approach can put you on a solid path to achieving all that is important to you.

A typical strategy around retirement income is to invest all your money in essentially the same bucket—stocks, bonds and/or mutual funds—and begin to take fixed, consistent withdrawals off an asset that is inherently inconsistent. This approach may not be the most efficient or provide the desired outcome.

In mountain climbing, going up and down the mountain present different challenges. Similarly, going “up the mountain” in the accumulation phase is different than going “down the mountain” in distribution of assets in retirement.

We believe that a few easy-to-follow steps provide balance in your retirement assets, helping to ensure your ability to fulfill your retirement vision.

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