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What We Do

Our Financial Roadmap process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused around 5 key areas of your current financial life.

Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This typically includes:

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month. This typically includes:

Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities. This typically includes:

We will create a plan to help you address rising healthcare costs with a minimum of expense, including:

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner. By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:

Complimentary Report
"Roadmap to Retirement Income”
This guide will help you construct your retirement income strategy.
  • Investment advisory services offered through Fletcher Financial Group, a State Registered Investment Advisor.

    Insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.