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HEALTHCAREPROVIDERS

Our services include traditional planning and expert advice to help Healthcare Providers


 
  • Establish a financial planning strategy to help you take advantage of the savings options available to you.
  • Determine a retirement plan establishing when to enroll in 403b and how long to participate in the deferred retirement option plan.
  • Develop an income plan coordinating your pension, 403(b) deferred compensation.
  • Consider the tax consequence of receiving various benefits and post retirement career income.
  • Properly invest their retirement savings.
  • Create a spending and saving plan to ensure your family’s continued financial success.
  • Determine an appropriate and cost effective amount of insurance to protect your family like you protect our citizens.

Retirement 

 
  • Can I retire?
  • Do I have enough to retire?
  • When should I start collecting Social Security?
  • Which Social Security claiming option should I use?
  • How do I coordinate my pensions, Social Security, and retirement investments?
  • How much more money do I need to retire?
  • How long will my retirement money last?

Investments

 
  • How should I invest during retirement?
  • Should I have less aggressive investments during retirement?
  • Should certain investments go in specific accounts?
  • What other investments should I be considering?
  • Will my investments provide income throughout retirement?
Schedule a free no obligation “get-to-know-you” meeting to discuss your questions.
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