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How much do I need to retire?

There are many factors that go into calculating how much an individual needs to retire to maintain their current standard of living, but it all starts with a conversation and then leads to a plan.

I use a program called Money Tree Software that helps to determine your lump sum needed considering the following factors:

Age of Retirement


Rate of Return


After the calculation we are able to see your necessary monthly savings and make adjustments as needed.

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