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Retirement Planning

Whether you are in the accumulation phase or have just recently retired, having a sound retirement planning strategy is critical. Wachtel Capital Advisors, LLC are experienced in working very closely with our clientele helping each of them to build a well thought out secure retirement plan. Wachtel Capital Advisors, LLC will help you develop a comprehensive retirement plan that will enable you to:

  • Organize all of your financial documents in one safe and easy to follow location
  • Identify your lifetime monthly income goals and needs during your retirement years
  • Manage your retirement accounts in a prudent and suitable manner consistent with your risk tolerance and income needs
  • Minimize income taxes and protect loved ones in the case of a pre-mature death
  • Monitor and review your plan each and every year so as to make sure you stay on the proper retirement path