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Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence — for today and for tomorrow — to help you live out the retirement you’ve earned. Contact us or request a consultation to learn more about generating income in retirement.
As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan. We will overview the following:
• How Social Security Benefits Work for you
• When and How to Start Receiving Social Security Benefits
More and more research reveals a powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. We will overview the following:
• Your age vs. your brain’s age
• The importance of brain health
Jeff was an FBI Special Agent for over 20 years, during which he investigated cybercrime, organized crime, human trafficking, and terrorism. He is featured in a Netflix documentary about the FBI, and he often appears on national television news programs where he talks about the growing threat of cybercrime.
Brad Miller
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
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