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Worried your planning process might be MISSING SOMETHING?

We believe everyone should be able to live the retirement they’ve always wanted. We can help you create an individualized wealth management plan, using a variety of investment strategies and services, to help you address your financial needs and concerns.

Retirement Income

When it comes to retirement, here at Retirement Matters we understand that the income that you have coming in each month determines your lifestyle.  We believe that your retirement savings should generate sufficient income each and every month.  Stock market gyrations should not have any impact on your retirement income, or on your lifestyle.

Investments

Properly investing your retirement savings is the key to enjoying a stress free retirement.   We specialize in utilization of low-volatility portfolio also known as Portfolio Variance which we discuss in the online video course we offer.  We are focusing on consistent returns and what we learned from studying the ultra wealthy.  When it comes to your retirement consistency wins the game!

Taxes

It’s unfortunate that retirees consistently waste thousands of dollars every year to unnecessary taxation.  We do our best to help you keep those dollars in your pocket rather than handing them over to the IRS.  We also recognize that your retirement accounts like (IRA, 401k, 402b, etc.) very likely represent your largest tax liability.  This is money that has never been taxed, and all too often distributions from these accounts lead to double taxation during your retirement years.

Estate Planning

Every complete retirement plan should have a plan in this area as well.  Not for just end of life but also while living as well.  We see many people who have a Powerless Power of Attorney and/or disinheriting their grandchildren and dont even know it.  Procrastination is far too easy when it comes to your estate planning.  We help you make sure that you get it done and get it done right. (We are not attorney’s)

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Retirement Matters