July 2022 | Secure Retirement Strategies

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Leveraging Our Experience To Maximize Your Experience

We leverage our experience in planning retirements to maximize your experience in living your retirement.   John Blair brings 25 years of experience in the financial planning world to bear on our team, our operations, and your experience as a valued client of ours.   John’s, and our entire team’s,

Long-Term Care, Tax-Free

Expenses in a long-term care situation pile up faster than we’d care to think about.  Taxes on top of those expenses simply add to a burden that can be minimized with the proper assets in place for you to capitalize on. In this SRS Short video, Marc Smith, founding partner at

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