Can you Afford to Retire?

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Retirement Expectations

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Long Term Care

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Who Gets Your Money?

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Maximizing Social Security

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Covid-19: Should You Postpone Your Retirement?

This pandemic has "thrown a wrench" into the works for many people who are close to retirement We are providing clarity in the midst of all the confusion. Schedule a complimentary 15-minute phone consultation to go over any questions or concerns you may have

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Reserve your seat for one of our live webinars. We teach a variety of financial courses throughout the year:

Upcoming: Dates to be Announced

Protecting Your Financial Future in Today's Market

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Maximizing Social Security

The Truth about Annuities

More Information: (805) 644-3495

Have you identified strategies for the following:

Did Covid-19 derail your retirement?
Should you postpone your retirement?
Higher taxes are coming. Are you ready?
Are you in danger of running out of money?
Does delaying filing for my Social Security benefits make sense NOW?

What We Do

Taxes

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Social Security

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Long Term Care

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Don't run out of money

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Legacy Planning

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Survivor Income

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This ebook has the tools you need to get started developing your Social Security strategy.