Pre-Retirees/Retirees
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Consolidating and integrating both retirement and nonretirement accounts
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Focus on strategies to provide income
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Seek to Maximize Social Security benefits
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Aim to reduce the risk of outliving your money
Accumulating assets during our working years is often the easy part. The bigger challenge is drawing down from your various accounts while reducing or eliminating the risk of outliving your money. We help our clients implement distribution strategies in a clearly defined plan, helping them to stay on track during their retirement years.
