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Fred specializes in advising those transitioning into retirement and those already retired answer the questions that most perplex them: how do I harvest income in the most tax efficient way? Retirement income comes from integrating assets which form a three legged stool. Harvesting assets in the most tax efficient manner makes the difference between a successful or a stress filled retirement. The Garden of Eden in retirement planning is how long will I live. Longevity drives the decision making process. Contact us today for an initial complementary consultation. We never charge for the initial session.

 

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