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PRECISION

Retirement

Planning

We navigate our clients towards a successful retirement by carefully analyzing their wealth-growth needs and implementing the most tax-efficient income distribution strategies.

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PRECISION

Retirement Planning

We navigate our clients towards a successful retirement by carefully analyzing their wealth-growth needs and implementing the most tax-efficient income distribution strategies.

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PRECISION

Retirement

Planning

We navigate our clients towards a successful retirement by carefully analyzing their wealth-growth needs and implementing the most tax-efficient income distribution strategies.

” content_last_edited=”on|phone” admin_label=”Title” _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#747d88″ text_font_size=”21px” text_line_height=”1.8em” header_font=”Montserrat|700|||||||” header_text_align=”left” header_text_color=”#ffffff” header_font_size=”62px” header_line_height=”1.3em” header_2_font=”Montserrat|700|||||||” header_2_text_color=”#ffffff” header_2_font_size=”22px” header_2_line_height=”1.3em” background_enable_color=”off” background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”700px” module_alignment=”left” custom_margin=”40px||-55px||false|false” custom_padding=”2.6%|3.8%|2.6%|3.8%|true|true” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”4%” animation_starting_opacity=”100%” text_font_size_tablet=”” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” header_font_size_tablet=”” header_font_size_phone=”32px” header_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]

PRECISION

Retirement Planning

We navigate our clients towards a successful retirement by carefully analyzing their wealth-growth needs and implementing the most tax-efficient income distribution strategies.

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PRECISION

Retirement

Planning

We navigate our clients towards a successful retirement by carefully analyzing their wealth-growth needs and implementing the most tax-efficient income distribution strategies.

” content_last_edited=”on|phone” admin_label=”Title” _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#747d88″ text_font_size=”21px” text_line_height=”1.8em” header_font=”Montserrat|700|||||||” header_text_align=”left” header_text_color=”#ffffff” header_font_size=”62px” header_line_height=”1.3em” header_2_font=”Montserrat|700|||||||” header_2_text_color=”#ffffff” header_2_font_size=”22px” header_2_line_height=”1.3em” background_enable_color=”off” background_size=”initial” background_position=”top_left” background_repeat=”repeat” max_width=”700px” module_alignment=”left” custom_margin=”40px||-55px||false|false” custom_padding=”2.6%|3.8%|2.6%|3.8%|true|true” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”4%” animation_starting_opacity=”100%” text_font_size_tablet=”” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” header_font_size_tablet=”” header_font_size_phone=”32px” header_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]

PRECISION

Retirement Planning

We navigate our clients towards a successful retirement by carefully analyzing their wealth-growth needs and implementing the most tax-efficient income distribution strategies.

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How does PRECISION work?

PRECISION Retirement Planning is a goal-based strategy to design and execute retirement road-map for maximum funding, wealth creation and tax-efficient distribution.

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”6px|||||” locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”We design plans based on the lifestyle you want to have when you retire” use_icon=”on” font_icon=”||divi||400″ icon_color=”#00bfed” icon_placement=”left” image_icon_width=”72px” content_max_width=”2560px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#474747″ header_font_size=”28px” body_font=”||||||||” body_text_color=”#818284″ custom_css_blurb_image=”padding-right: 30px;” custom_css_blurb_content=”text-align: left;” icon_font_size=”72px” global_colors_info=”{}”]

We know a successful plan depends on the mutual understanding of our clients’ dreams and goals for retirement, not just their finances. Working with your CPA and other trusted advisors, we take a comprehensive approach to maximize your wealth, while minimizing taxes, and protecting assets, so you can live a comfortable post-retirement life.

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First, we collect quantitative and qualitative data. Then our experienced actuarial team runs a feasibility analysis to determine the optimal retirement strategies to reach your goals. After we have tested the model to confirm it’s the most suitable design, we present you and your trusted financial team with your personalized retirement plan.

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We guide you step by step through the implementation and execution of each retirement strategy we recommend. Our expert knowledge of the complex rules and regulations of retirement accounts combined with our experience in record keeping and reporting means you can rest assured your retirement plan will be compliant and secure.

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PLAN YOUR PRECISION RETIREMENT TODAY