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Are you retirement ready?

Retirement Planning for those over 50

Do you have an efficient legacy plan?

Generational Wealth Planning

Are you seeing your full financial picture?

Minimize Taxes | Maximize Investments | Optimize Income

WHY ALDRED, GREENWELL, & LANE?

FINANCIAL CHECKUP

Complimentary analysis designed for those who want to see their current retirement outlook along with an investment and insurance analysis.

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CFP® PROFESSIONAL

Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.*
*Source: www.cfp.net, www.cerulli.com

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FINANCIAL PRINT

Designed for clients who want ongoing financial planning advice that looks at their entire financial situation and acts as a GPS for their financial life.

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OUR FIRM SPECIALIZES IN HELPING CLIENTS ANSWER:

When can I retire?
How long can my investments sustain my income?
How can I optimize my withdrawal strategy to minimize taxes?

What is my ideal Social Security and Pension claiming age?
What is a more tax efficient way to leave money behind?
What improvements can I make to my retirement plan?

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<p>Tips for Finding Care for Your Disabled Child</p>

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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<p>Insuring Your Business With a Buy/Sell Agreement</p>

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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<p>What Smart Investors Know</p>

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

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