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Welcome to our Web Site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Have you done any serious planning for your retirement? Whether you are already in retirement, approaching retirement, or viewing retirement from several years away, having an organized strategy is critical.
Today, people are living 20, 30 and even 40 years in retirement. Interestingly, many of them have no idea what it takes to maintain their retirement savings through that period. The main concern people have in retirement is, if they will run out of money? This new service we are offering to you provides a detailed look at your retirement income needs based on current budget and assets earmarked for retirement. This new income analysis service will address questions such as:
Using a new and unique software program we will give you specific answers to the above questions on a “year by year” basis, not only before and into retirement, but for 35 years beyond retirement. This is a customized overview of your entire retirement picture taking age, retirement dates, spending habits, rates of return, inflation and social security benefits into consideration.
We would like to take this opportunity to invite you to make an appointment to view this informative analysis. I am looking forward to meeting with you.
If you are ready to take control of your retirement click here to contact us.
This site is only for residents of CA.