Guidance as you are

Navigating life changes

  • Considering retirement
  • Recently divorced
  • Recently widowed
  • Starting or growing a family
  • Getting married
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Life changes can bring about a wealth of uncertainty including how they will affect your savings. If any of these situations apply to you, reach out to an XML advisor to let us help you plan for your next steps.

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

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  • What am I going to do with my free time?

  • Do I have a tax strategy in place?

  • Are our investments allocated properly for income versus pure growth?

One client’s story

We helped Ron and Joyce live the retirement of their dreams.

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.

Solutions for you and your family

How can our wealth management solutions support your life?

Connect with our team to start the conversation.

Let's Talk

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