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Retirement Planning

You deserve to retire your way. 

Retirement is not just about financial security; it’s about a plan that supports your unique vision for the future. That means creating a strategy that aligns with your dreams for the next chapter of life. 

 

Whether you're just starting to plan for or already in retirement, we can help you answer these important questions:

Will you need to work longer than anticipated or go back to work?

How much money do you really need to live comfortably?

Are you doing everything you can to manage your assets?

Are your assets positioned in a tax-efficient manner?

Have you prepared for unexpected hurdles?

Retire on your terms. Let's develop a plan so you can embark on your golden years with confidence, knowing your financial aspirations are within reach.

 

Tankel Rosenberg Wealth Management​

 

20 Walnut Street Suite 200, Wellesley, MA 02481 | (781) 489-6970 x203 | www.tankelrosenbergwealth.com​

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Investment advice offered through Integrated Partners, doing business as Tankel Rosenberg Wealth Management, a registered investment advisor, along with investment advisor representatives, Samuel Diarbakerly and Rex Berger.

Tankel Rosenberg & Company, P.C. and its individual partners are solicitors to Integrated, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Stephen Tankel, Sheldon Rosenberg, Tankel Rosenberg & Company, P.C., and its individual partners are separate entities from Integrated Partners. Stephen Tankel, Sheldon Rosenberg, Tankel Rosenberg & Company, P.C., and its individual partners do not provide investment advice and are not registered as an investment advisor. Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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