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Retirement Strategy & Risk

Optimize your assets for retirement.

Optimizing your assets is crucial to ensuring a happy and worry-free retirement. Many Americans find that having the right strategy is just as important as the amount they’ve saved. At Epiphany Retirement Solutions, we pride ourselves on providing comprehensive retirement strategies. 

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We take an extensive look at each client’s unique mix of assets, including:

  • Bank accounts

  • Pension

  • Social Security benefits

  • Estate plans

  • Wills

  • Taxes

  • Insurance policies

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Our services and strategic partnerships allow us to integrate all aspects of your wealth into a coordinated effort. Our goal is to create financial clarity for you and your loved ones and to promote multi-generational wealth.

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Our Services Include:

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  • Insurance Planning: Protect your assets and ensure a reliable income stream.

  • Beneficiary Review: Ensure your assets are distributed according to your wishes.

  • Retirement Strategies: Tailored plans to meet your retirement goals.

  • Financial Needs Analysis: Assess your current and future financial needs.

  • Analysis of Present and Future Expenses: Plan for expected and unexpected expenses.

  • Estate Preservation: Protect your estate for future generations.

  • Income Planning: Create a sustainable income strategy for your retirement.

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Crafting your comprehensive retirement strategy is a coordinated effort, and we take an all-inclusive view. While many financial services professionals focus on specific products, our experience has shown that focusing on processes and people best fulfills our clients’ needs.

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Making a recommendation on a retirement strategy is not a one-size-fits-all proposal.

We provide a framework that aims to satisfy your retirement income budgeting needs and aligns with your risk tolerance and growth expectations.

 

A retirement strategy isn’t something you do once; it’s an evolving process throughout your retirement.

 

Knowing who to turn to for advice can make a world of difference.​

 

Our approach involves a thorough examination of each client’s diverse mix of assets to create a coordinated and effective retirement strategy.

Here’s how we help you manage retirement strategy and risk:​

 

1. Personalized Assessment:

We start by understanding your financial situation, goals, and risk tolerance. This helps us tailor a strategy that aligns with your specific needs.

 

2. Integrated Wealth Management:

We look at all aspects of your wealth, including investments, savings, insurance, and other assets, to ensure they work together harmoniously.

 

3. Risk Mitigation:

We identify potential risks to your retirement plan and implement strategies to mitigate them. This includes diversifying your investments, using insurance products to protect against unforeseen events, and planning for healthcare costs.

 

4. Tax Efficiency:

We utilize tax-advantaged vehicles to help you maximize your retirement income while minimizing tax liabilities.

 

5. Ongoing Support:

Retirement planning is not a one-time event. We provide continuous support and adjustments to your plan as needed, ensuring it remains aligned with your goals and market conditions.

 

By taking an extensive look at your unique mix of assets and integrating all aspects of your wealth, we aim to provide you with a coordinated and effective retirement strategy. 

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