What is holistic retirement planning?
It’s planning that recognizes your two biggest expenditures in retirement will likely be taxes and medical expenses. It’s planning that goes beyond asset and investment diversification to help ensure you’ll have the income you need to live the retirement you’ve dreamed. It’s a SMART Plan that includes:
- Income Planning to help optimize Social Security benefits, pension payouts and income from all producing assets
- Adequate and affordable medical/healthcare strategies
- Advanced financial planning and active portfolio management consistent with your risk tolerance
- Tax minimization strategies to help facilitate estate growth and efficient asset transfer
Your SMART Plan is available exclusively at
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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retire SMART LLC is not affiliated with the US government or any governmental agency. 00154143