You’ve spent years preparing, and now the time is here. Retirees have a unique financial position, and it’s easy to find yourself asking questions, such as:

    How much income will I have?
    When should I begin taking out Social Security? 
    Do I have enough saved or is there a possibility of running out of money?
    How do I take my income from retirement accounts (401ks, IRAs, etc.) the         most tax efficient way?
    How do I structure my companies’ pension?
    Should we try and pay off our liabilities before we retire?
    Should we use Original Medicare or Medicare Advantage?
    Where will my money go if something happens to me?
    How do I structure my charitable giving the most tax efficiently?

Our advisors understand your questions and will work with you to ensure your Golden Years are everything you dreamed of.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and SouthernPoint Investment Partners are separate entities from LPL Financial.


The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, NC, PR

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