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Frequently Asked Questions

Will I be able to retire?

The idea of retirement is unique to each person and their journey. The true questions are what does retirement mean for me and what steps do I need to take to define my retirement plan? We will work with you and your specific situation to develop strategies for your retirement plan.

What do I do with my retirement account when I transition to a new job/career?

There are a number of choices available when you transition between jobs/careers. Our goal is to understand all the options available to you and help you make the right decision. We work with you to get all the important information.

How do I transition my assets to my children/family?

This is an important topic for many families and their loved ones. Creating the basis of estate planning to make sure your assets are allocated to the intended person, one step is to make sure the current registration and/or beneficiaries for your accounts are in line. Although we are not Attorneys or tax professionals, we are happy to work with or connect you with your Estate Attorney and/or tax professional.

What age should I take Social Security?

There are many factors that help to answer this question, health, age, retirement needs, legacy, etc. We will work with you to gather the necessary information to help determine the best social security plan to fit your needs.

We understand that financial and investing planning is a task that shouldn't be done alone and there are many questions that arise when you start down this journey. Our goal is to help educate you on topics that are specific to you so that we can work together to comfortably answer the questions that keep you up at night.

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