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Phase Two: Reaching the Summit

In what we call Phase 2, families and individuals are working hard toward their retirement goals. They have an idea of what they would like their retirement years to be and are working hard to achieve those goals. Yet they still have some life expenses that need to be addressed.

We have an expression, "Ultimately every financial decision is a retirement decision." We show families how to mitigate some of the pitfalls that can have dramatic impacts to people in Phase 2, while also helping to achieve their short and mid-term goals. Things such as adequately preparing to pay for college, successfully navigating career transitions, and creating an efficient investment strategy is crucial to these years.

We help families to be make the most of these years while always keeping an eye toward retirement dreams.

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