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Discover why asset allocation and the 4% rule may no longer be viable.
The prevalent retirement income methodology of recent history may carry significant consequences, because it doesn’t solve for sequence risk and longevity risk. This comprehensive book shares a modern approach to income planning for today’s retirees.
Complete the form and we’ll mail you a copy of David Gaylor’s groundbreaking book, Income Allocation.
Secure Money Advisors’ holistic retirement planning strategy aims to reduce taxes and protect assets through a variety of means, ultimately allowing our clients to achieve their preferred lifestyle in their golden years.
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Are you looking to achieve your ideal retirement? Learn the “secrets” the other experts aren’t telling you. We'll give you the financial advice that could have you retiring sooner than you could ever imagine.