Financial Advisory Corporation

Invest Your Money Well with an Advisor You Can Trust

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Planning for Retirement

Clarity today for a confident tomorrow.

INVESTMENT MANAGEMENT

PLANNING FOR RETIREMENT

FINANCIAL COUNSEL FOR WIDOW(ER)S

GENERATIONAL WEALTH TRANSFER

At Financial Advisory Corporation, we know that you want to retire with confidence. In order to do that, you really need to KNOW that you are on the right financial track, both during and after your working years.

Let’s be honest. The “saving mentality” battles with “spending mentality.”

Does the thought of finally spending down your “nest egg” leave you feeling uncertain, even wondering if you’ll really “have enough?” We all start out with great intentions of investing and saving for retirement during our earning years. Sadly, many have little or no plan for the “spend down” years.

Should someone who’s saved and invested their entire life really be uncertain of how long their money will last?

If you want to KNOW that you are on the right financial track, you need a plan that will last!

We understand how important it is for you to know you’ll thrive in retirement.  For over 30 years, we’ve been helping affluent families create clarity for today, and build confidence in tomorrow, using our proven process.

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Your life savings reflect years of smart decisions. Diligence, discipline, and hard work. Moving from the “earning years” to the “spend down” years is different.

 

Today, you’re faced with an entirely new set of choices:

• How much should you spend per year and still have “enough” for your life?
• How should you respond to “financial noise” in the news media?
• How can you help prepare your loved ones to manage their inheritance wisely?
• How will you avoid paying more taxes than you need to?
 

If you want clear guidance to make key financial choices with confidence, then schedule a call with our team today!

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