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You've accumulated assets for 30-40 years. When the paycheck stops coming, it can be a monumental shift emotionally. I've helped numerous families develop a financial plan that provides reliable income in their "work-optional" years. The confidence and clarity that they enjoy is one of the most rewarding things in my vocation.
I have presented at a couple dozen social security seminars in my career. This topic is one of the most highly attended educational workshops, and for good reason - you've paid into the system for decades; make sure you are getting the most out of it for your situation.
It's not simply what you make, but what you keep after you make it. Are you being as efficient as possible with capital gains each year? Do you wonder if Roth conversions make sense for you? Clearview Capital is well versed in these areas.
Many financial advisors outsource their investment management to mutual fund companies or third-party managers. Clearview Capital has taken a distinctly innovative approach by managing assets in-house using low-cost index funds. This means you are working directly with the person managing your money.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
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Investment Advisory Services are offered through Clearview Capital, a registered investment advisor in the state of Michigan.