Retirement Planning

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One goal many people have in common is their desire for a comfortable and secure retirement.  Preparation is required to meet this goal, and that preparation begins with the proper Retirement Plan.

An accurate and thorough plan can lead families through wonderful times, as well as through the storms of life.  Developing an Income Strategy helps you to properly navigate whatever happens during retirement.

Understanding the tax implications of taking money from various accounts is important when we assist you in structuring your income plan.  It could impact your federal income tax filings, State of Ohio tax, and taxes on your Social Security income.

If you are looking ahead to retirement or perhaps already retired, we can help you to build a secure plan that will ensure peace of mind in retirement.  We will analyze your sources of income to coordinate the most tax efficient means of providing the income you want.