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Download Your Retirement Income Checklist

You’ve heard David Brooks on the radio, now find out how he can help guide you on the path to your retirement goals!

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
Retire SMART. Give us a call today at 402.369.7777.

Fill out the form below to download

Your Retirement Income Planning Checklist!

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Looking for more personalized retirement advice?

To learn ways to retire smart, attend a RetireSMART workshop.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Retire Smart, LLC., are not affiliated companies.

Investing involves risk, including the potential loss of principal. Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to fees, surrender charges and holding periods.

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

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