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Retirement REDZONE

Client Centered

Client Centered

In football, the red zone refers to the 20 yards closest to the end zone. It’s where a team’s strengths and weaknesses are often the most obvious — and where strategy is everything.

When comparing it to retirement, we consider the red zone to be the 15 years before and after your desired retirement age. Are you concerned about your retirement years?

  • Will you outlive your money?
  • How to deal with a long term care event?
  • Can your portfolio handle another 2008 financial crisis?
  • When should I take social security?

We realize there are many questions and concerns most folks have. Come on in, we can have a real conversation about your concerns, maybe we can help. No strings attached!

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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