Retirement is complex. In the face of often competing goals and numerous risks, the choices can be overwhelming, leaving many retirees unsure of where to begin. To help balance the many decisions to be made, we have constructed a retirement planning framework that allows retirees to capture their unique priorities and use their financial resources in a way that best aligns with
achieving their goals and mitigating their risks.

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Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)