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Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

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3 Simple Steps

Step One

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Step Two

Evaluate

Using the I Am the Bank Cashflow Blueprint, we’ll examine your current financial situation and determine your retirement needs.

Step Three

Plan

Receive a custom strategy to help you reach your unique retirement goals.

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Are You Paying Too Much in Taxes in Retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

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    The different types of retirement accounts

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    Why tax laws are ever-changing

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    Options for tax deductions in retirement

 

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Our Goal

To Help You Manage Your Finances So You Can Pursue Your Goals.

- Jovan Walker-Jackson | RIA

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