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Pre-Retirees and Baby Boomers

For those nearing retirement we customize strategies designed to maximize investment income, minimize tax obligations, and keep asset allocations in line with your risk tolerance. For those already in retirement, we focus on guaranteed income solutions to better ensure you don’t outlive your money, and help you secure high-quality health and long-term care insurance. To better ensure you leave a lasting legacy, we offer a variety of advanced estate-planning strategies. We also help you complete and file wills, health-care proxies, powers of attorney and other legal documents.

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