Whether you are in the accumulation phase or have already retired, a sound strategy is crucial to:
- Meeting your retirement income needs, desires and expenses
- Maintaining lifestyle choices and priorities
- Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals
David can help you develop a comprehensive plan to:
- Potentially minimize taxes on income—now and during retirement
- Retain ownership and control of your assets
- Evaluate the variables in your retirement plan to ensure alignment with your goals and objectives
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