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CFP® PROFESSIONAL
Only 14% of licensed Financial Professionals in the US are CERTIFIED FINANCIAL PLANNER™ Professionals.*
NEARING RETIREMENT
Make the remaining working years count
Marc is in the last ten years of his career and approaching retirement. Learn how he improved the financial value of his remaining working years to help ensure a fun-filled and financially secure retirement.
RETIRED
Optimized for greater financial confidence
Dan and Linda retired three years ago. They believe they have sufficient retirement assets but are surprised to find how much they pay in federal income taxes in retirement. They want to optimize their plan for withdrawing from retirement accounts, reduce income taxes, and preserve investment assets for themselves and, ultimately, their children.
MANAGE INHERITANCE
Maximize quality of life in light of additional resources
Jacqueline inherited a portfolio, retirement accounts, and real estate from her mother who recently passed away. Jacqueline feels she and her husband, Mike, now have the extra financial resources to travel, do a bit more for their kids and grandkids, and make the most of life. See her strategy for using the inherited resources to prudently accomplish her goals.