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Pre-Retirees & Retirees

If you are age 50 plus, timing is crucial to get a plan in place. Even if you are uncertain of any specific goals, working with a CFP professional can help bring many things to light and help you See Retirement Clearly. By this stage in life, you should be meeting with your Financial Planner at least once a year, if not more. Meeting annually not only helps you to see if you are keeping on track with financial goals, it also allows us an opportunity to update you on any changes that have taken place that could affect your retirement. It seems every year something is changed or updated that can affect your retirement and estate plans.

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