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Retirement Planning

Retirement planning is the preparation for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when to completely quit working, etc. Price Perkins' holistic approach to retirement planning considers all of these areas.

We have a long track record of assisting clients with the strategic development of a successful retirement plan. This systematic method includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Our retirement planning services include the management and monitoring of investment vehicles such as IRAs, Roth IRAs, Inherited IRAs, IRA Rollovers, 401K Plans.