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Nine Steps to Financial and Retirement Success

Over the last 27 years of working with people to achieve their financial goals and to get to and through retirement, we have developed a framework for people to use.

By following these guidelines, your journey will be easier.  But if you do only two things, we recommend that you do the first and last steps – 1. Set Clear Goals and 9. Regularly Review your Plan.

Click on the numbers below to find out more about each of these nine steps.

Set clear goals

Control spending and eliminate high interest debt

Investment returns and interest rates do matter

Spread your investment risk (diversification)

Protect your assets and income

Use legal and tax structures to your advantage

Have fun, discipline and patience

Seek good advice - if it looks too good to be true, it usually is

Regularly review your plan


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