PRE-RETIREES
 

Key Features:

Financial Planning + Investment Management

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 ✅ Investment Management 👍

 ✅ Risk Management👍

 ✅ Legacy Planning 👍​

 ✅ Account Withdrawal Strategies 👍​

 ✅ Medicare Choice Guidance 👍​

 ✅ Social Security Planning 👍​

 ✅ Tax Strategy & Roth Conversion Analysis 👍​​

 ✅ Long-Term Care Analysis 👍​

 ✅ Charitable Gifting Planning & Execution👍​​

 ✅ Asset Allocation Recommendations 👍​​

 ✅ Portfolio Rebalancing 👍​

 ✅ Debt Paydown Strategies 👍​

  ✅ Automated Money Withdrawals/Deposits👍​

 ✅ Cost-Efficient Investing👍​

 ✅ Tax Loss Harvesting 👍​

 ✅ Tax Strategy Execution👍​​​​​

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