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Retirement Planning


Tell us about your situation. We'll help you fill in the gaps.

Retirement planning is both broad and challenging.  As you age, your plan has to grow with you. It doesn’t stop when you reach retirement; in fact, it has hardly begun. There is complexity and time required in building and maintaining a successful retirement plan.

Retirement planning can often be done with fewer headaches (and financial pain) than you might think - all it takes is a little homework, an attainable savings and investment plan, and a long-term commitment.

The first thing to do is to get all of the information into one document.

What should you include?

  • Define Your Goals
  • How Much Do You Need?
  • Will you need to earn money?
  • How will you plan with your social security benefit?
  • Evaluate Portfolio construction
  • Assess Your home
  • Update your Estate Plan
  • Evaluate the Tax Efficiency of your portfolio
  • Evaluate Insurance & plan for Asset protection

The Bottom Line:

Your retirement plan includes a lot more than simply how much you will save and how much you need. It takes into account your complete financial picture. Please ask us for direction.

 

Dynamic Wealth Planning

Today's market complexity demands specialized attention, with a holistic approach to wealth management.

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Contact Information

  • info@scarbroughfinancial.com
  •  
  • North Bay
  •   Phone: 707-523-7400
  •  
  • Marin
  •   Phone: 415-870-2355
  •  
  • East Bay
  •   Phone: 925-941-6355
  •  
  • Office Hours
  •   Monday - Friday:
    8:30AM - 5:00PM

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The financial consultants of Scarbrough Financial Group, LLC are Registered Representatives with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, OR, WA TX, MA, NY, AZ Check the background of this firm on FINRA’s BrokerCheck.