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Pre-retirees & Retirees

Whether you’re preparing to retire or you’ve already made the leap, there’s a lot to consider when it comes to your finances. What kind of lifestyle do you picture? How will you spend your time after decades of working? With longer lifespans now the norm, how long do you need your money to last?

Retirement planning is both essential and challenging. You want to protect your assets and ensure your wealth will last as long as you need it – but you also want to enjoy the fruits of your labor today after working for so many years.

Your P.E.G.G advisor is the right source to lead you through the complexities of retirement planning and retirement itself. While taking a holistic approach to retirement planning, Wee develop strategies to help you build and protect your assets while you put them to work so you can enjoy retirement without the worry of having to return to paid work.

Turn to a P.E.G.G advisor for assistance with:

  • Social Security Analysis – Reviewing your social security plan to make sure you’re getting the maximum amount you’re entitled to.
  • Medicare Planning – Assessing your long-term care needs and crafting healthcare solutions ideally fit for you.
  • Tax-efficient Retirement Planning – Coordinating with strategic specialists to create tax-saving strategies that help you distribute and enjoy your wealth.
  • Investment Management – Developing personalized investment plans that help you achieve the goals that are important to you.
  • Retirement Distribution Planning – Figuring out how much money you need to live the lifestyle you want, while making sure your funds outlast you.
  • Risk Management – Mitigating your financial risk as much as possible.
  • Legacy Planning – Properly planning for passing on to loved ones the wealth you’ve obtained.

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