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Planning Great Retirements
Defining what freedom means to you

un-think your retirement plans.

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For over 15 years we have been helping retirees, and folks who are getting ready to retire, by replacing uncertainty with financial security. To that end, please enjoy our interactive Retirement Questions & Answers section, as well as over 125 of our most pertinent and insightful financial and retirement planning articles. Our Retirement Blog is categorized for you, text word searchable, and designed to provide clear insights on specific topics within 3-4 minutes.

The road to financial freedom is paved with good decisions. That road continues here. Click below to get started:


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Don't worry. We're not one of those boring financial websites that uses confusing industry jargon. We pride ourselves of delivering clear and concise financial advice on the topics you care about. So, stay a while, have a look around, and send us your questions and comments. You can learn about all the retirement planning topics that interest you by visiting our Retirement Blog and Retirement Q&A below:

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Planning Great Retirements © 2017. | Securities offered through: Securities America, Inc., Member FINRA | SIPC | Disclosure | FINRA Brokercheck | Advisory services offered through Surevest Investment Counsel. Securities America and Surevest Investment Counsel are separate entities.