Peace at the Peak

Your income, your plans for retirement, your future healthcare expenses, and the continued accumulation of your assets after you stop working and drawing a paycheck all rely on one thing: You and YOUR PLAN.

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The Power of Retirement Planning

“Please, call me Rami. We’ll have a meeting, not an appointment. We’ll sit down for coffee, or maybe a light lunch. You can tell me about your grandson and how he plays softball and I’ll tell you about my wife and how I forgot our anniversary. You’ll give me some incredible advice so I look like a hero to my wife and protect my marriage and I’ll give you advice about wealth management, legacy planning and nest egg protection. What I do here is more than build sound foundations for retirement. I build relationships.”

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