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Financial Guidance Designed
Exclusively for Retirees
You've worked, saved, and reached retirement.
Now the challenge changes.
Retirement is no longer about accumulating wealth - it's about creating reliable income, managing taxes, and protecting the lifestyle you've earned.
If you are already retired,
these questions may sound familiar...
Am I withdrawing the right amount?
Should my investments look different now?
How do I handle market volatility without panic?
Are taxes quietly eroding my income?
Will my spouse be financially secure?
You've spent decades building your nest egg.
Retirement introduces a new challenge - making that wealth last comfortably for the rest of your life.
Our Complimentary Retirement Income Checkup is a structured review designed specifically for retirees who want confirmation their income strategy is built to last.
✅Complimentary Retirement Income Checkup
Most retirees don't lack savings.
They lack coordination.
Coordination is what we provide.
How do you pay yourself safely?
Let us show you how to balance income today and security tomorrow.
What happens in the next downturn?
We can help you prepare, calmly and logically, before it occurs.
How do I keep more of what I earn?
We specialize in lowering your tax bill in all phases of your retirement.
Will my partner be ok without me?
We help many widows and widowers to maintain the lifestyle they are accustomed to and have peace-of-mind.
What Our Clients Say
You're the advisor we needed when retirement got complicated.
Mark and Helen W., Adrian, MI
This Is Designed For Individuals Who:
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Are already retired or retiring this year
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Depend on investments for income
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Want confidence their money will last
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Are concerned about taxes or market risk
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Want a professional second opinion
Many retirees seek a professional second opinion to confirm their retirement income strategy is positioned correctly for this stage of life.
Our company name is rather unique. "Serious Money" is in our name because there are no do-overs in retirement. "Ohio" because that is our primary service area, though we have wonderful clients that we help all across the country.
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