
Taking you from complexity to clarity.
When it comes to retirement planning, saving and wealth accumulation is only half the battle. Life expectancy is getting longer, and many people will be retired as long as they worked. We help you build a plan to strategically draw income from your hard-earned retirement savings. It is important to sustain your lifestyle and keep pace with inflation to ensure that you don’t outlive your assets.
We have found that many people struggle with when, how, or whether they can afford to retire. Some even grapple with why they should retire, with the notion in mind that it is better not to retire from something but to something. Ultimately, transitioning assets into income can create a high level of uncertainty and concern. Our role is to provide clarity for your retirement and to coach you in achieving your objectives.
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For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.
Are you ready to get started with MGFS? Regardless of your situation the MGFS team will diligently work to get it done right – which involves providing you with our undivided attention from planning to execution to follow-up.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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* Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. Office address: 1801 S. Meyers Road, Suite 150, Oakbrook Terrace, IL 60181. Branch phone 630-812-2880. WFS Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AZ, CA, CO, FL, GA, IL, IN, KS, MI, MO, NC, NJ, NM, NY, OH, SC, TX, VA and WI.Copyright 2022 © Managed & Guided Financial Strategies, All Rights Reserved. Website by Whitefrog.