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Retirement Income Distribution

The future will be here before you know it.  So, too, will retirement.  By carefully analyzing your lifestyle and income requirements, Landmark Financial Services Group, LLC develops personal financial models designed to help your retirement dreams are realized.

As retirement approaches, the rate of return on your assets takes a much deserved backseat to properly structuring them for optimal distribution.  You will need a strategy that provides immediate cash flow to meet spending needs, reduces overall market volatility, and helps long-term growth to decrease the likelihood of outliving one's assets.

At Landmark Financial Services Group LLC, we provide comprehensive strategies for retirement income distribution that are actionable, understandable, and monitorable.  This includes consullting with the tax planning experts of Mark W Nichols CPA PC so that we can be sure our plans incorporated a sound tax strategy.  As a result, our goal is for our clients to feel confident about being financially prepared to meet their retirement goals.

Understandably so, having the ability to retire comfortably and free from financial pressures remains a core aspiration for our clients – both business owners and employees alike.  It is critical that their distribution model be properly designed, implemented, communicated, and administered so their goal may be realized.  This is precisely what we strive to do for our clients at Landmark Financial Services Group, LLC.  For more information that includes videos and interactive tools, please visit our Retirement Time Information Center website.

RETIREMENT INCOME DISTRIBUTION STRATEGIES


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