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 The critical financial time of retirement is ten years before and ten years after retirement. Guidant understands the importance during this time of:

  • maximizing your earnings by reducing the expense of investments
  • eliminating taxes where possible
  • minimizing the opportunities to make mistakes

We offer a holistic view of retirement and consider:

  • Social Security maximization
  • Medicare
  • long-term care
  • private pension plans
  • corporate pension plans
Early Retirement Goal

Whether a client is in the accumulation phase or has already retired, together we develop a strategy that is crucial to:

  • meeting retirement needs
  • maintaining lifestyle choices and priorities
  • ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving, and other goals
  • minimize taxes on income

All of these steps are to help ensure the likelihood of successfully meeting retirement goals.

Print a Retirement Income Analysis Worksheet

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Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI.