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Retirement Planing

As individuals and families approach retirement, retirement planning becomes more critical. Similar to financial planning, we work with clients to determine comprehensive strategies for retirement. Many clients planning for retirement are less focused on taking risks and more focused on managing and preserving their wealth and creating a predictable income stream that can last through retirement.

Retirement income planning includes analyzing income sources, managing assets, determining future expenses, and estate planning. Segura Financial works with individuals and families to develop retirement planning strategies that may help them determine when they can retire and what income they can possibly receive on a consistent basis.