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You’ve Spent Your Life Working For What You Need

Let’s Use What You Have and Build a Better Financial Structure


Finding Financial Success & Preserving It Through Retirement Are Two Very Different Things

You’ve worked hard your whole life, whether it was growing your small business or climbing the corporate ladder. And while you’re living comfortably with what you’ve accumulated, you understand that retirement planning can raise new questions that are critical to answer.

Will our investments and future savings be enough to comfortably support our lifestyle?


How do we turn our lifetime’s savings into an ongoing income that won’t keep us up at night with worry?

A confident retirement isn’t about beating your neighbor in the stock market, it’s structuring your planning and investments to support your needs, desires, and wishes.

Heading Toward Retirement, Ask Yourself…

  • Will I have enough?
  • Can I retire early?
  • What should my investment strategy be?
  • What should I do with my pension plans or other retirement accounts?
  • What are my retirement income options?
  • Should I consider annuities or not?

Before “Enjoying Retirement," You Need to Know...

  • When should I claim my Social Security benefits?
  • Which accounts should I draw from first?
  • Should I be considering long-term health care?
  • What are the tax implications of my income plan?
  • Is my current asset allocation right for me?

Classic Wealth Strategies Investment and Insurance and LPL Financial do not provide tax services.  Please consult your  tax advisor regarding your specific situation.

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