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Retirement Planning

At M&R Capital your financial advisor will help you reach your goals while minimizing the risk of of running out of money.

We want to give you confidence and clarity so you can spend time doing the things that are most important to you.

When it comes time for your retirement you may receive income from social security, pensions, and other sources, but will it go far enough? Our fiduciary financial advisors will assess your financial needs in retirement by analyzing everything from expenses to your desired lifestyle. 

Our retirement planning process includes:

  • Improving and tracking the success rate of your plan
  • Turning your retirement savings into a reliable paycheck
  • Developing a cohesive investment strategy to reduce risk and improve returns
  • Ongoing tax planning to reduce your tax bill
  • Aligning all the moving parts of your financial life to create a successful retirement

A retirement plan is a living and breathing document. We use an advanced financial planning software to build your plan, track its success rate, adjust for life’s unknowns, and communicate the results simply and clearly. 

Click here to schedule a call with an advisor to discuss your retirement needs.

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