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Retirement Planning

 Education of various retirement plans  

  Contribution limits

  Employer plans vs. self-directed plans

  Savings plan to help clients meet their goal

  RMD or 72t calculations and explanations  

  Retirement plan design 

  Social Security and Medicare health care cost management                            discussion

  Needs analysis 

  Assist in the coordination of retirement plan service 
     providers, product sponsors, or vendors as a liaison 

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 Securities offered through LPL Financial, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (FL, NJ, NY, OH). 
 


Check the background of this financial professional on FINRA's BrokerCheck.