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Nearing Retirement

Save a little today, so you can enjoy more tomorrow.

You may have an idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? We will help you build a plan to get the most out of your retirement.

Many of us look forward to the day when we’ll be spending time with the grandkids and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.

Client Centered

At ViaInvestment Services, available through CUSO Financial Services, L.P. *  Heath can help you navigate through this decision-making process and help you uncover which options are best for you, your family, and your situation.

  • Which investment strategy is appropriate for you, your family, and your future
  • Various asset allocation models and investment vehicles used to plan for a comfortable retirement
  • Your risk tolerance and time horizon
  • The ups-and-downs of the market and how they may affect your long and short-term goals

Contact us today to learn more about our retirement planning options and schedule a complimentary, no-obligation appointment.

Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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