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Near Retirement

Maintain Progress and Fill the Gaps

Retirement is on the horizon and now it’s time to be prudent with your investment strategy. You still want to grow your assets, but reducing risk with the help of a knowledgeable financial planner is also essential to living your best life in retirement. We can help you give shape to your goals and start planning your withdrawal strategy to minimize taxes and drive your passions. 

Key Priorities Near Retirement

Investing is still critical at this stage but reallocating your assets to reduce risk is vital to protecting what you’ve worked so hard to earn. Your wealth advisors will also help you assess your financial situation, identify gaps, and form a plan of action to reduce liabilities in your retirement plan. 


  • Max out your 401(k)
  • Max out your Roth IRA contributions


  • Pay off your mortgage and other debt
  • Minimize your tax obligations 


  • Rebalance your asset allocation
  • Identify gaps in your financial plan

Disclosure: Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.