Resources

Our goal is to help our clients create effective retirement strategies to suit their needs and objectives. We hope these materials may provide additional insight on various topics.

Read Robert Guy’s Book: RETIRE FREE

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In RETIRE FREE, author, educator and advocate for his clients Robert A. Guy, RICP®, reveals his strategy for tax-efficient retirement and estate planning that he calls the Retirement Freedom Solution. This comprehensive, step-by-step plan was engineered to help families simplify their financial lives and get the most from what they’ve got. You can buy the book here.

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Download the RETIRE FREE Intro

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DOWNLOAD THE INTRO

Guides/Whitepapers

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Are You Paying Too Much in Taxes in Retirement?

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Are You Paying Too Much in Taxes in Retirement?

How a retirement income analysis can help you blunt the tax bite in retirement.

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Will a Recession Rob Your Retirement?

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Will a Recession Rob Your Retirement?

Four things to check now.

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Understanding Market Corrections

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Understanding Market Corrections

Learn the 5 things to do during a market decline.

Wealth Report

Age-Induced Disability: Financial, Retirement & Estate Planning

Strategies for Retiring in 10 to 20 Years

Prospects for Investing in the 2020s

Rebalancing Act: Your Asset Allocation Strategy

2020 Tax Changes: What You Need to Know

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