\nIntroduction:<\/h2>\n
We’re sure that you have become familiar with the concept that traditional retirement plans weren’t designed to provide adequate income replacement for the retirement of highly compensated individuals, which is why you probably have a deferred compensation plan, extra stock incentive programs, permanent life insurance, and\/or other arrangements that you or your employer established to address this short-fall. \u00a0Thus, as you approach retirement, the plan of coordinating all of these benefits is much more complex and important to ensure that you receive the maximum for you and your loved ones in retirement and beyond.<\/p><\/blockquote>\n
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If you have executive benefits or complex assets then you definitely need a plan:<\/h2>\n
Your benefits are complex and you have acquired more assets than most Americans. \u00a0Fortunately, this hopefully means that you have accumulated many more assets to provide a great standard of living for yourself and legacy for those you leave behind. \u00a0Unfortunately, the complexity of how you will create a system and plan to make these assets work for you optimally will be much more complex. \u00a0A good financial advisor can bring substantial value to individuals in your position by bringing to bear their specific knowledge and experience to your planning to help you get the most from what you’ve accumulated by helping you to increase efficiency, reduce taxes, reduce the probability of running out of money and maximizing what you’ll leave to heirs.<\/p><\/blockquote>\n
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General Retirement Plan services:<\/h2>\n
A retirement plan is a comprehensive plan that lays out your current situation, helps you to visualize alternatives and then select the plan that will optimize your resources per your goals and objectives. \u00a0We will run Social Security optimization for you as well as:<\/p>\n