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Home > Personal Services > Retirement and Lifestyle Planning

RETIREMENT AND LIFESTYLE PLANNING

Your personal journey – your defining experiences, perspectives on money issues, and your particular situation in life – is uniquely yours, and a cookie-cutter plan won't work for you. We begin by understanding your past, present, and future to advise on the best strategies to plan. Our team makes you aware of the specific financial implications of every aspect of your life, allowing you to gain and keep peace of mind so you can get back to doing the things you love. 
 

Our retirement and lifestyle planning process includes: 

  • Analyzing your habits as it relates to your cash flow.
  • Understanding the money you owe, the money you grow, the money used to live, and the money you plan to give. 
  • Identifying life transitions specific to your journey.
  • Aligning your money to your goals and purposes. 

Speak with an advisor about our retirement and lifestyle planning strategies.

Follow these timeless investment principles to maximize your effort.

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Insights on Retirement and Lifestyle Planning

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Retirement & Lifestyle Planning

Taking the Stairs Up and the Elevator Down

We were treated to one of the greatest bull markets in modern history during the last decade. It’s not that we didn’t experience sell-offs. We did. During 2011 and 2018, the S&P 500 Index came ...

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Parental help: empowering or enabling? 

When a parent is considering giving or lending a child money, the key question is whether it’s empowering or enabling. You need to structure a transfer that is best for both generations.  When my older ...

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Common Tax Errors To Avoid

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  • About You
  • About Us
  • Meet Our Team
  • Locations
  • Careers
  • Personal Services
  • Retirement and Lifestyle Planning
  • Minimizing Tax Impact
  • Ensuring Your Legacy
  • Protecting Your Family
  • Protecting Your Assets
  • Business Services
  • Business Owners
  • Retirement Plans
  • Executive Benefits
  • Business Insurance
  • Employee Health and Welfare

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Advisory Services offered through CG Advisory Services, an SEC Registered Investment Adviser. Securities offered through Geneos Wealth Management Inc. Member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training.

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You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, Form ADV Part 2A Appendix 1, 2B, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.

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Follow these timeless investment principles to maximize your effort.