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Retirement shouldn’t feel like work!

Retirement shouldn’t feel like work! A big question when faced with the realities of funding your retirement is “What kind of lifestyle can I afford in retirement? Rest easy knowing your retirement income is working for you, so you can enjoy life after work.

Contact us today at (805) 570-3765 to ask any questions. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram

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Aug 24, 2023

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Taxes:

Taxes: you can’t outrun them, but you can plan for them! When you can strategically plan out your taxes in retirement, you can make sure you keep as much as you can of your hard-earned money, while still ensuring you pay any taxes due. Our office can help you start strategizing the best way to minimize your taxes in retirement, today!

Contact us today at (805) 570-3765 to ask any questions. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram"

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Aug 17, 2023

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Do you know how much your spending will change once you leave your last day of work?

Do you know how much your spending will change once you leave your last day of work? There are several decisions to be made when it comes time to act on your guaranteed retirement income streams, and the pressure to choose the best option every time can easily feel overwhelming. We can help you start preparing a retirement budget that’s right for you!

Contact us today at (805) 570-3765 to ask any questions. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Aug 10, 2023

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Are you wondering how much money you’ll have to depend on during your retirement?

Are you wondering how much money you’ll have to depend on during your retirement? Here are some of the top
reliable income streams that can carry you through a comfortable retirement:
1. Social Security benefits
2. Pensions
3. Fixed Index Annuities

Contact us today at (805) 570-3765 to ask any questions. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Aug 3, 2023

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📢 Financial Friday - This Friday!

📢 Financial Friday - This Friday! - https://mailchi.mp/gabeswan/financialfridayjune2023-15826009

Aug 3, 2023

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Is your financial plan where it needs to be to get you to retirement?

Is your financial plan where it needs to be to get you to retirement? Sit down with a financial advisor today for an in-depth analysis of where your finances stand in today’s changing economy. Contact our office today for your complimentary consultation!

Contact us today at (805) 570-3765 to ask any questions. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Jul 27, 2023

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Will your loved ones be taken care of after you’re gone?

Will your loved ones be taken care of after you’re gone? Life insurance is a great tool to ensure that their financial needs are met and can give you one less thing to worry about in your retirement. Contact our office today to learn which life insurance plan may be right for you!

Contact us today at (805) 570-3765 to ask any questions. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Jul 20, 2023

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Finding a new purpose in retirement after leaving the workplace for good can be jarring.

Finding a new purpose in retirement after leaving the workplace for good can be jarring. These three areas can help you achieve your own sense of purpose for a fulfilling retirement:
Giving- Find ways to share your experience, knowledge, and skills with others in your community!
Growing- Push yourself to try new things, travel to new places, and meet new people.
Enjoying- Take joy in every moment of your retirement, big or small. You’ve earned it!

Contact us today at (805) 570-3765 to ask any questions. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Jul 13, 2023

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96% of retirees say that health is more important than wealth to live well in retirement.

96% of retirees say that health is more important than wealth to live well in retirement. By keeping your health up as much as possible and having the right long-term care policy to catch you should you need it, you increase your chances of enjoying retirement to the fullest!

Contact us today at (805) 570-3765 to ask any questions. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram

#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura

Jul 6, 2023

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📢 No Financial Friday in July!

📢 No Financial Friday in July! - https://mailchi.mp/gabeswan/financialfridayjuly2023

Jun 29, 2023

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