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Executive Retirement Planning
Personalized guidance for executives navigating retirement decisions
Our Approach
Personal Discussion
We begin with understanding your specific situation and goals through an informal conversation
Education-First
Share insights on tax strategies, estate planning, and investment approaches relevant to your situation
Long-Term Partnership
Ongoing support as your needs evolve, with regular reviews and adjustments
Available Resources
Retirement Modeling
Interactive tools to visualize different retirement scenarios
Tax Planning
Comprehensive tax analysis and optimization strategies
Estate Organization
Digital storage and management of estate documents
Risk Assessment
Investment portfolio analysis and risk evaluation
Initial Meeting
What to Expect
- • Discuss your current situation and goals
- • Review any specific concerns or questions
- • Determine if our approach aligns with your needs
Please Bring
- • Recent tax return
- • Current investment statements
- • Questions or specific topics for discussion
Get Started
If you'd like to schedule an initial conversation, please select a time that works for you.
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Proudly serving clients in Johnson City, TN, and the Appalachian Highlands with personalized financial strategies.
For more information on your Financial Professional
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member
FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated.
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form CRS.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
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