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The Retirement Planner

Sam knew he was at a critical juncture in his life, and the time to start planning for his retirement was now.

IM Wealth Partners

  • Carefully considered Sam's goals and dreams
  • Guided Sam in purchasing long-term care insurance to ensure he would not give away all of his savings paying for care in the final stages of life
  • Helped determine a balance between the enjoyment of spending today and investing and saving for tomorrow so Sam could live life to the fullest
  • Showed Sam that the best result is obtained by focusing not only on accumulation, but also the distribution phase of your plan, starting with the end in mind
  • Coordinated with Sam's other advisors on the entirety of his plan to assist him with taxes, estate planning and much more

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