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Retirement Accumulation &
Distribution Planning


Involves calculating your “magic number” that you need to hit in order to become financial independent so that you work because you want to, and not because you have to. This allows us to quantify how much you need to save each year and where to save it.

  • Calculate Your "Magic Number"
  • How much to Save & Where
  • Review & Selection of Group Benefits
  • Quantify Life & Disability Insurance Needs
  • Stock Option & Award Exercise Strategies
  • Cash Flow Management


Develop reliable sources of retirement income that are designed to maintain your lifestyle on an inflation adjusted basis. In other words, we want to make sure that you continue to get a raise during your retirement years so you can maintain the lifestyle that you have become accustom to. At the same we will we quantify your risks or challenges so we can properly plan for them.

  • Quantify Income Sources
  • Confirm Living Expenses
  • Optimize Order & Timing of Distributions
  • Minimize the impact of Taxes & Inflation
  • Protect against Healthcare Issues
  • Mitigate Longevity Risk

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