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Achieve Financial Unity

The Retirement Extender® method uses an integrated team of Investment specialists, Financial Planning specialists, and Tax Planning specialists working together in the same office to plan each client’s financial life.

By combining the three professional services of tax, investments, and planning into a coordinated strategy, you receive the best possible service. Our specialists work concurrently to prepare a financial plan utilizing their investment expertise, tax expertise, and planning expertise.

The strategies are in sync. We will construct an integrated, personalized solution to help keep you on track toward the achievement of your financial goals.

You may be worried that if you spend too much, you may run out of money too soon. Or if you spend too little, you will be sitting on too much money when you are too old to enjoy it. Our synced strategies are designed to help you with annual and sustainable spending amount decisions.

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