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Retirement Planning

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Strategies for the Future You Want

Most people dream of financial freedom as they approach retirement. Wherever you are on your journey, a financial advisor works with you to build the necessary wealth to achieve your personal goals. Retirement planning is not a one-size-fits-all process. You need flexibility when determining resource allocation so you have funds for your present and future.

Planning Now Makes the Difference Later

It is important that you know how retirement planning works and get the support you need to make informed decisions. Retirement goal setting that begins today puts you on track for enjoying the golden years. These are services we provide to our clients:

  • Retirement income & investment withdrawal strategies
  • Social Security Benefits maximization
  • Tax strategies (managing Roth IRA conversions, retirement cash flow analysis, and required minimum distributions)
  • Long-term care planning
  • Charitable giving (coordinating with CPAs, attorneys, and other professionals)

You need personalized planning that enables you to sustain financial health throughout your lifetime. We help you identify and implement workable objectives to meet your time horizon.

Building a Lasting Financial Partnership

Sequoia Wealth Advisors believes in customizing solutions because helping you create the life you envision is what matters to us most. Let us help make your future take shape. Contact us to learn more about what retirement services we offer.

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