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Retirement Planning

When you’re in your 50s, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90s.

And experienced CFS* Advisor can help you create a financial P.L.A.N. and uncover ways to catch-up by:

  • Creating a Financial P.L.A.N. (Pay yourself first, Live within your means, Assure your family’s stability, and Never stop learning)
  • Helping you uncover the maximum contribution you’re allowed from your workplace retirement plan and Individual Retirement Accounts
  • Uncovering ways to take advantage of annual catch-up contribution provisions
  • Discussing ways to create multiple income streams

To learn more about retirement planning over 50, contact us today to schedule a free, no-obligation appointment