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Baby Boomers changed jobs an average of 12 times throughout their careers. That number has increased by 25% for Gen-Xers and Millennials. Each time a job change occurs, countless decisions have to be made in a short amount of time, and certain details tend to get overlooked. David has a specialized focus on working with clients at the peak of their careers, those who are going through a career change, or those who are leaving the workforce and entering retirement. He can work to help ensure that your needs will be met by the resources you have accumulated and also to proactively identify if any of your needs have changed.

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David can help you to plan for things such as:

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• Deciding when to retire

• Social Security Income – what can you count on and when?

• Developing a retirement income roadmap

• Retirement planning with annuities

• Consolidating employer sponsored retirement plans

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