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Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.
Here are some important questions you need to ask yourself:
If you are in business, the first thing you need to consider is your exit strategy.
Do you have the right balance between savings and investments, and between high and low risk exposures?
Do you have adequate life assurance, and have you made provision for long-term care and medical insurance for you and your spouse in your later years?
We can help you answer all these questions and recommend solutions tailored to your particular needs.
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