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Interest rates are low, the stock market is volatile, tax rates may rise, the Social Security system is weakening, and you do not want to go back to work. Retiring can be very fulfilling but from a financial standpoint, it is a whole new world that brings its own risks. Drawing cash flow from a portfolio is much different than saving into a portfolio. Our process identifies to what extent you are exposed to these risks and creates a plan that can help you manage these risks over your lifetime.
We have a process to help maintain your standard of living. We will help you formulate appropriate answers to questions like these:
Financial success doesn’t come from chance, luck or coincidence – but from developing and implementing a disciplined plan.
Preparing a sound financial plan can help to ensure you will be ready for whatever lies ahead. Uncertainty in the financial markets makes having an advocate for your family’s unique interests essential.
601 S. Lake Destiny Road
Maitland, FL 32751
6767 N. Wickham Road
Melbourne, FL 32940