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Retirement Architect Blueprint

Safe-Money, Growth Without Risk

 

How much of your hard-earned retirement portfolio are you willing to lose?  See Interview

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What is your RISK TOLERANCE?:  Click the link.

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Where are your income gaps:  INCOME GAP CALCULATOR

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With the help of our software, create a Structure Income Plan to guide on income/tax strategies and Social Security Optimization.  Black Rock Retirement Optimization

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 Goldman Sachs Projects average 3% S&P over next10 years, down from 13%

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U. S. Securities Exchange - Investor.com

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Tax-Free &Tax-Deferred Income

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Taxes will probably be higher when we retire to it is important to consider taxes in your planning.  

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  • Wealth Management

  • Saving for College

  • Retirement Planning

  • Tax and Estate Planning

  • Wills & Trusts Planning

  • Annuities

Have a plan using our Retirement Architect Blueprint.  Book an Appointment.  
Happy Elderly Couple.
Laura Peery can help guide you through every stage of life by creating a plan that fits you...and the goals you want to achieve. Her goal is to help grow, protect, and preserve your assets from your first job through retirement.
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CONTACT US

HOW CAN WE HELP?

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