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You’re looking forward to your retirement. When that day comes, you hope you saved enough money to cover your expenses and have some left over for fun. But it can be tricky to come up with a plan to meet your goals:

  • So how much should I save?

  • When Can I retire?

  • What lifestyle Can I afford?

 

We’re here to help. We can create a comprehensive retirement plan for you using a holistic financial planning approach.

We help you identify and prioritize your financial goals for retirement.

Next we identify opportunities to achieve your goals. Guiding you through important decisions before AND After retirement. We identify various risk factors that may impact your retirement plans.

  • We review your Investment Portfolio.

  • We analyze your cash flow situations.

  • We help you with important decisions

Big financial decisioins like when to apply for Social Security benefits, so you can optimize the amount you receive. Or which accounts to take your retirement income from to minimize taxes so that you keep more of your money in your pocket.

So get ready to enjoy your retirement by putting a SMARTER Retirement plan in place.

Don’t wait, reach out to us today.

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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. All content from MissionalMoney.com and SaltyAdvisors.com is provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. Neither Missional Money nor BayRock Financial, L.L.C. can assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).

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