RETIREMENT PLANNING

Planning your retirement is complicated and the advice of a professional is strongly recommended to meet your long term goals and objectives. It is extremely important to have an overall comprehensive retirement plan. It is also highly recommended to have a disciplined strategy for your taxable and non-taxable investment accounts to navigate the various markets with a strategic, yet tactical allocation based on your age and future needs. In conjunction with GCFG Insurance Solutions, Gold Coast Financial Group and The Law Office of Julie B. Mains, you will learn the importance of a disciplined, well-defined strategy for you, your loved ones, your business, your health, your assets, your retirement, and ultimately your legacy.