Guidance as you are

Living in retirement

  • Unsure how long your money will last?
  • Wondering if you could take more from your accounts?
  • Worried you might be taking too much from your accounts?
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Settled into Retirement – And wanting to stay that way? Many retirees come to us with questions – and we can help address them. 

Along the way, we help you answer the big questions that come with retirement.

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  • Will my money keep up with inflation?

  • Can I gift money to my grown children?

  • How does long-term care and various Medicare supplement policies work?

Ron and Joyce B’s story

Retirement

We have been with XML for decades; through different stages of our lives including putting children through private college without debt, navigating different company retirement plan options, understanding and addressing insurance needs, and helping manage parents' resources with their unique needs and risk tolerances. With XML by our side, we’ve been able to save along the way, watch our portfolio grow and now enjoying a great, early, active retirement with the financial means we needed.

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Chip S's story

Considering Retirement

We started working with Jason and the XML team over a decade ago, initially managing our investment accounts. Over the years we have done extensive financial planning which has been vital as my wife and I have considered retirement. We feel confident and comfortable making large decisions in regards to our business, downsizing our home and planning for our retirement years.

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

Solutions for you and your family

How can our wealth management solutions support your life?

Connect with our team to start the conversation.

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