wealth management services

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8335 Allison Pointe Trail, Suite 135 Indianapolis, IN 46250, Phone 317-818-1040
So, you've just decided to hang up your cleats and quit the working life. Congratulations. That's a huge life changing moment for you and your family. You've amassed this pile of wealth and now you need to figure out how to spend it down. The skill set required to spend down your portfolio is a much different skill set than the one you followed to accumulate your wealth (i.e. focused savings, starting early, smart spending). It's more of an art than a science, as there are many variables that need to be weighed against each other. If you’re not following these steps, you may be paying more tax than you need to, and therefore, have a higher likelihood of running out of money in retirement:
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