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Retirement Planning is a journey that requires preparation and planning to ensure a successful hike of the path ahead. More often than not, planning for retirement seems like a path blocked by debris with little guidance and direction. We use our carefully developed tool, The Clear Path Process™, to understand your goals and vision for your journey and create a plan that will navigate you around life’s debris and be the perfect fit for every step.


Retirement
Planning


Life is full of milestones and one of the most critical of those events is retirement. You endure a lifetime of hard work, sacrifice, and planning to prepare for the inevitable opportunity to follow your own path.
We specialize in assisting individuals and families as they work to alleviate the noise and confusion that retirement planning can create. We look beyond just profit sharing plans, IRAs, 401(k)s, pensions and social security to understand that successful retirement planning requires a thoughtful determination of who besides yourself you plan to support during your retirement.

Our Retirement Services include:

  • Establishment of Retirement Requirements (Age, Location, Lifestyle, Recreation, Dependents)
  • Comprehensive Funding Needs Calculation
  • Current Accumulated Retirement Resources
  • Time Weighted Analysis of Resource Value
  • Social Security Analysis and Decisions
  • Retirement Gap Analysis
  • Health Care Concerns and Impacts
  • Opportunities Analysis to meet Funding Needs
  • Give and Take Appropriations
  • What do you have to have vs. what can you give up
  • Retirement Plan of Action
  • Efficient Frontier Analysis
  • Examining Potential Scenarios on Your Path Toward Retirement.


Explore the Paths Ahead


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