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Live Individualized Portfolio Strategies

60/40 Diversified Portfolio

Near retirement?  Time to start thinking about changing your portfolio strategy.  It is more than just shifting your equity and fixed income balances.

80/20 Diversified Portfolio

You’re in your 20’s or 30’s.  The retirement time horizon seems far away.  It is wise to invest with more risk than in your later years.  But, should your portfolio only have equities and fixed income (bonds).  Ask us how to grow your wealth without relying on just the stock market.

Will Your Retirement Income Last?

Can you outlive your income?  The answer to this question is yes!  Lifestyle, longevity, spending habits, and income outside of Social Security all impact you outliving your income.  We can resolve this together – Let’s chat.

When do I file for Social Security?

 When to file for Social Security can be a big puzzle, or even a big mystery.  But, it does have to be this way.  Filing Social Security can have a large impact on your lifestyle.  You are not alone –  Let’s chat.


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