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You are retired or have started planning for a successful retirement.
You have been a diligent saver and have saved a retirement nest egg of at least $500,000.
You find yourself nervous trying to figure out how to manage your money in retirement.
You are seeking an advisor to answer three important questions:
What will it take to retire when you want to and maintain the lifestyle you want in retirement?
How to get your retirement portfolio to last throughout your retired life?
Are you overpaying taxes?
You understand that planning for a successful retirement is too important to do it by yourself, and are looking for a trusted advisor to be there for you.
You understand that planning for a successful retirement is too important to do it by yourself, and are looking for a trusted advisor to be there for you.
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