Retirement Planning

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Take Charge of Your Retirement

Throughout your life you are thinking and strategizing for your retirement. Think about this: you may spend up to 30 years in retirement! Having a “safe and secure” retirement can take years of planning. Then, once you are retired, managing that wealth is also very time consuming. This is where Retallick Financial Group comes in. We have a simple and direct process that is easy to understand. We will review your retirement goals and explain the some of the best strategies to protect your principal and supply you with a reasonable rate of return.

During our review process we will discuss:

Have you started planning for your retirement. When did you start? How are those plans going?

Which retirement products are you currently using, if any? Do you know what your options are? Do you have questions? We are here to answer them.

Do you know what your risk tolerance is? Has anyone discussed this with you before?

Let’s discuss your goals and strategies for retirement. Are you looking to purely invest or are you more concerned with protecting your principal?

Many people wish to leave money to their family such as their children or grandchildren. Is this part of your retirement strategy?

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holistic approach to financial planning advisor meeting with client

A Holistic Approach to Retirement

Retallick Financial Group believes in a holistic approach to your retirement needs. We will sit down with you and discuss all of our options and yours. We want to get to know you and your goals. Contact us today! 

Yes, I would like a complimentary discovery meeting!

Let’s get started planning for the retirement you deserve.

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