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what we do

Helping You Plan for Tomorrow

How We Help

Tailored Strategies For Your Retirement

From retirement income planning to tax strategies, we offer services that cover all aspects of your financial life. Whatever your needs, we’ll help you get the most out of your retirement.

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I just started a new job.

Get Tailored Advice
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I'm a

working professional.

Set Me Up For Success
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I'm

retiring

soon.

Let's Plan Ahead
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I'm currently retired.

Preserve a Legacy
A black and white drawing of a man without a face.

I just started a new job.

Get Tailored Advice
A black and white icon of a briefcase on a white background.

I'm a working professional.

Set Me Up for Success
A black and white icon of a sunset over the ocean.

I'm retiring soon.

Let's Plan Ahead
A silhouette of a man sitting on a beach with birds flying around him.

I'm currently retired.

Preserve Your Legacy
Who We Are

Your Retirement, Our Expertise

At Confidently Retired, we’ve spent over 15 years helping people like you plan for a secure and fulfilling future. Our approach is simple and personalized, ensuring that every plan is crafted with your specific needs and goals in mind. With us, you’ll have a partner who’s as committed to your retirement as you are.

What We Offer

Here's What We Do Best

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Retirement Planning

We help you create a step-by-step plan to achieve your retirement goals, with a focus on goal setting, legacy planning, and health care management.

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Retirement Income Planning

We review your income sources and manage 401(k) plans to ensure you have a sustainable income throughout your retirement.

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Social Security Planning

We analyze your Social Security benefits and coordinate them with your overall plan, ensuring you get the most out of what you've earned.

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IRAs & RMDs

From IRA contributions to withdrawal strategies, we guide you through the best ways to manage your retirement accounts.

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Pension Management

We assist with pension planning, including lump-sum analysis and navigating federal and state pension systems.

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Annuities

We provide expert advice on annuity strategies, income replacement, and ensuring your annuities align with your long-term goals.

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Retirement Tax Plans

We offer tax-efficient strategies for retirement, from Roth conversions to tax bracket management, helping you minimize liabilities.

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Long-term Care

We help you plan for long-term care costs, ensuring you have coverage and a strategy in place to protect your assets and your future.

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Life Insurance

We provide tailored life insurance solutions to protect your loved ones and ensure your financial legacy is secure.

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