Settled into Retirement – And wanting to stay that way

  • Unsure how long your money will last?
  • Wondering if you could take more from your accounts?
  • Worried you might be taking too much from your accounts?
  • Concerned about also supporting your grown children or parents?
  • Settled into retirement?
  • Concerned about whether your money will keep up with inflation and outlast you?
  • Wanting to gift money to your grown children?
  • Interested in funding grandchildren’s education?
  • Uncertain about long-term care and various Medicare supplement policies?
  • Want clarity on required minimum distributions?
  • Considering downsizing?
  • Debating making a sizable charitable donation?
Share some of these questions? You’re in good company! Many of the folks we work with came to us with these same questions. We work through each question together, no matter how hard. We’ve guided many people not just to retirement but through retirement, and we’re happy to chat about how we can be there for you as well. LET'S TALK

Helping the Money Last —

Working with Lauren at XML has been a gratifying experience from the very beginning. Having a professionally and expertly managed retirement plan enables us to focus on other areas of life. We have peace of mind knowing that we are in good hands!

Dan and Laura W.

XML Client

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

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