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RETIREMENT  INCOME  PLANNING

#1 mistake we see people make is not understanding the difference between investing before vs during retirement.

  

This is a key shift and the primary job of your portfolio changes.

We've helped lots of people just like you plan for retirement. 

We have a simple 3 step process.

 

 

We've helped lots of people just like you plan for retirement.

 

We have a simple 3 step process:

1. Discovery:  We meet to learn about you and what's important in your life.

2. Analysis:  We test your current investment strategy to see if your money will last as long as you do. If the results are good, you will have peace of mind with what you are already doing.  If results are not so good, we identify the gaps and offer solutions to plug them.  

3. Decision:  With this information, you can confidently decide how to best move forward.

GET STARTED IN

3 EASY STEPS

1 + Discovery

2 + Analysis

3 + Decision

We meet to learn about you and what's important in your life.

We test your current investment strategy to see if your money will last as long as you do. If the results are good, you will have peace of mind with what you are already doing.  If the results are not so good, we identify the gaps and offer solutions to plug them.

With this information, you can confidently decide how to best move forward.

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Questions?  We can help!

We look forward to meeting you!

Investment Advisory Services offered through Smith & Wyatt, a Registered Investment Adviser.  Investing involves risk including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.  Past performance does not guarantee future results.  Consult with a financial professional before making any investment decision. 

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