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Retirement Planning

Retirement Planning is the process of determining income goals and the actions necessary to achieve them. It is, quite literally, “making a plan and sticking to it”. At Green Future Wealth Management, we spend the majority of our time and energy on retirement planning. Every decision, from how much risk should we take on our current investments, to how much should we save and into which buckets (401k, Roth, brokerage), to how much insurance should we purchase and of which types, should we pay off our mortgage early, how do we fund college, how do we leave a bigger legacy to family and charity, and more, are all influenced by the retirement plan.

Book a complimentary initial consultation to discuss Retirement Planning, and view a sample Retirement Plan

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