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Retirement Income Planning

We work with you based on your retirement goals and existing financial resources to set up an exact plan on how to achieve these goals.

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Investment Management

Maintaining your portfolio is an important part of investment strategy. Let us tailor and manage a plan to best fit your needs.

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Financial Planning

Financial Planning is important for all stages in life. We will create a tailored wealth management plan to help you accomplish your financial goals.

The Rules for Retiring Have Changed

 

Learn how those changes affect you as you prepare to design a plan to live a prosperous retirement.

  • Determine if you have enough money for retirement
  • Protect your assets in a rising tax rate environment
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Maximize Social Security income
  • Protect your portfolio against stock market loss during retirement
  • Reduce, or eliminate unwanted expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”
  • Avoid the three basic “pitfalls” of retirement distribution planning

 

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About Brian Britt

Brian Britt serves as Founder and Senior Retirement Strategist for CLEARWEALTH Asset Management, Inc. providing comprehensive wealth management strategies for private clients nationwide.

As a holistic top-down retirement planner and fiduciary, Brian designs financial plans for his clients that serve as a roadmap to create a step-by-step plan that addresses their future retirement and lifestyle goals. His clients can choose from a vast array of solutions that are best suited to meet their needs including a broad range of custodians that offer multiple products and custom designed investments.
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Retirement Planning Courses

Join Brian Britt, Instructor for the National Society of Financial Educators (NSFE.org), at a college or university campus in your area, for a workshop centered around the changing world of retirement planning and how you can be prepared for your future.

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