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Retirement Planning

retirement planning

Are you financially
prepared for retirement?

Let’s evaluate your current retirement plan
and look at viable options that meet your
goals and expectations.


Contact a Licensed Professional

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Some things to consider for your retirement may include:

  • Your goals in retirement
  • Current expenses versus retirement expenses. Covering essential expenses, maintaining desired lifestyle expenses, and preparing for the unexpected.
  • When to start taking Social Security (and/or a pension).
  • Including Medicare and Medigap expenses in the retirement budget.
  • Asset longevity and income strategy with inflation projections.
  • Expected expenses (vacation home purchase, kids in college, etc.) or expected revenue (downsizing home, sale of business, etc.) and how they work into your retirement income projections.
  • Tax efficient transfer of wealth to family and/or charities.

For more information please fill out the form or contact your Alamo Capital investment professional.

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