Retirement

Retirement Planning is something we are most passionate about! We enjoy helping clients of any age start preparing for that last big step to financial independence in their golden years.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bjordan@financialguide.com | 404-800-5567