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Ready to retire or close to retiring?

Getting older and need something with less risk?

Do you want to protect your savings to maximize your income in retirement?

Do you have enough to retire?

Did you know how the timing of Social Security can affect your income?

Medical care can also affect your expenses.

Leave money for your heirs?

Help in tax situations?

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Let me help you make your money work for you.

I can help you with establishing goals to retire at a certain age, pay off your mortgage, get out of debt or whatever you need your finances to do for you.