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Preparing for Retirement

Client Centered

You spent most of your life working diligently, raising your family lovingly, and saving prudently. Now is the time to think about retirement.

Retirement can mean finally being able to relax and enjoy life at a less hectic pace; following your passion with an encore career; spending time with those precious grandchildren, or serving in your community with the organizations that align with your values and interests.

Making sure that you have the resources, plans and protections you need to pursue your retirement goals and aspirations requires careful planning. At Tucker Bria, we have counseled numerous clients as they approached their retirement years. 

By working with Tucker Bria you have access to retirement planning tools such as our Retirement Forecast, Retirement Bliss, Social Security Claiming Strategies, and Retirement Healthcare Planning. With this preparation your financial concerns can take a back seat to the joys that come with your newfound freedom.