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Greeley, Colorado

6500 29th Street
Suite 210
Greeley, CO 80634

Phone: (970) 351-7466
Fax: (970) 351-7428

Grandville, Michigan

2905 Wilson Ave.
Ste 200C
Grandville, MI 49418

Phone: (616) 369-2244

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    (970) 351-7466  info@mastersfinancialgroup.com

    PREPARE FOR YOUR RETIREMENT

    I'm a quote that resonates with the topic on this page --My Name

    Retirement may seem far away, but it’s never too early to determine how much you’ll need and to begin the process of saving. Making smart financial decisions now can help impact how you live in retirement.

    The concept of retirement planning is pretty straightforward.

    Generate sufficient income to support your desired lifestyle. It’s implementing a plan to achieve this goal that gets tricky. Some of the many questions that we can help you answer include:

    • How much money do you need to accumulate before retirement?
    • How can I protect my income from the ravages of inflation in what could likely be a multi decade long retirement?
    • What kinds of investments will protect my purchasing power?
    • What is the most tax-efficient way to convert investments into an income stream?
    • What role does Social Security play?
    • What role will Medi-Care play, and which is the better option for me?

    Resource Center

    Worksheets
    Life Insurance Inventory
    Retirement Plan Inventory

    Calculators
    Life Expectancy
    Life Insurance
    Human Life Value
    Retirement Shortfall

    Life Guides
    Planning Your Estate
    Retirement & Medicare
    Retirement & Social Security
    Thinking About Retirement


    Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and we help you implement them and then monitor your progress, every step of the way.

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