Retirement Planning
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Understanding your retirement objectives is the keystone in working towards your goals. We project your current retirement assets into the future, and then analyze potential outcomes according to your resources, including current salary, expected payouts from Social Security, qualified plan benefits and any savings and/or investments. When appropriate, we utilize our investment management process described in the previous section. Our goal is to help you implement a retirement plan that is both reasonable and achievable. Our comprehensive planning process may employ any of the following:
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