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Retirement Planning

RETIREMENT PLANNING

My retirement planning services help you identify what levers you can pull to help you improve your retirement outcomes, so you don't run out of money in retirement.

I will create a plan with you, so you are confident about your finances during retirement. My goal is to have you live your retirement dream without worrying about your finances. 

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My retirement planning service includes:

  • Creating a dynamic income plan that adjusts to the stock market. 

  • Improving the success rate of your current plan. 

  • Tracking your plan through retirement to make sure you are on track. 

  • Tax planning that adjusts with the ever-changing tax laws. 

  • Managing your investment strategy to maximize returns and minimize risk.

Your retirement may last 20 to 30 years, and a lot can change during that time. For that reason, I believe every retirement should have the following three components:

  1. Growth- Growth is essential to make sure you can keep your lifestyle as the cost of living increases. ​

  2. Guarantees- I believe that your essential expenses (e.g., food, insurance payments, etc.) should be covered by reliable sources of income that are not tied to the stock market. 

  3. Flexibility- As we all know, life is always changing and I believe your retirement plan should be flexible enough to change with you. 

​👉 Want to learn more about creating a retirement plan? Click here to get your Complimentary Retirement Analysis. 

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2024 Green Mountain Planning, All Rights Reserved. 

Green Mountain Planning (“GMP”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GMP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. [1]

All written content on this site is for information purposes only. Opinions expressed herein are solely those of GMP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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