Ever wondered how financial planners figure out your retirement income? In this video, Nick breaks it down for you. He'll start with the basics: making sure your portfolio is ready for retirement. Tune in to find out more and learn why it’s only the first step in the income plan process.

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KEY TOPICS
0:00 Intro
1:08 Step 1
3:00 Step 2
3:41 Step 3
4:26 Step 4
5:21 Step 5
6:41 Step 6
8:30 Step 7
11:20 Conclusion
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ABOUT US
We're a Frisco, Texasbased independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
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CONNECT
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CONTACT ☎
Website:
Phone: (214) 9889178
Email: [email protected]