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Nearing and Living in Retirement

Comprehensive Planning for Your Lifestyle

You have worked your whole life to build up enough money to take that next step towards retirement, but now what? We understand that sometime taking that next step towards retirement is intimidating.We help define a clear vision of retirement and to help you implement strategies to work towards your goals so that you won't run out of your hard-earned money, so you can fully enjoy your life.

You built up your investments and savings through hard work and smart investing. You are now going to be in what is called the distribution phase of Financial Planning, where we make sure your money lasts as long as you want and we are as tax efficient as possible, so it is also maximized.

Living the Earnings of Your Hard Work

You are now going to be in the distribution phase of Financial Planning. This phase is where we implement tactics to work towards your financial goals and your money is optimized through tax-efficient planning. We help take the worries of money off your plate so that you can focus on enjoying the golden years that you have worked so hard to achieve. Some of the services we can provide are:

  • Distribution planning
  • Answering the question: "will I run out of money?"
  • 401(k) strategies
  • Prioritized customer service
  • Remote meetings
  • Insurance assessments
  • Succession planning
  • Financial planning
  • Tax planning strategies
  • Legacy planning
  • Flexible meetings
  • Retirement healthcare planning
  • Estate planning
  • & much more!!

59 ½: Why is this Age So Important? 

Turning 59 ½ is an important age in your financial life. Grab this free guide to learn about why this age is so crucial. To schedule a call, click here.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Who We Work With

We specialize in helping business owners exit strategically and offer individual, holistic planning to help clients live the life they want.

Our Clients

Our Approach

We offer a holistic planning process that prioritizes client education and gives you the knowledge and freedom to do more of what you want.

Our Approach

Our Team

Our professional advisors thrive on a foundation of trust, authenticity and transparency that prioritizes your happiness at every life stage.

Meet the Team