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Military and Retired Individuals

Client Centered

We provide a comprehensive plan for the military and retired individuals. Life evolves on a regular basis so the financial plan must be constantly and regularly updated.

As we move into different phases of life, our plan must evolve to pursue the changes in lifestyle. We begin with a basic plan and then customize it to aim towards the family needs. All contingencies in life are considered a possibility.  

The working years have unique challenges which must be met with a budgeted and flexible plan.  For the retirement years, a more structured plan that also adds flexibility due to unexpected life changes

Working closely with the clients is important for them to pursue the goals they are seeking to implement, both in the financial plan and an estate plan.

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
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What Is a 1031 Exchange?

What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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