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I am married

Working for more than 5 years

Retiring in the next 5 years

Retired

I want to understand my financial situation better

I want to minimize my taxes

I want to grow my wealth

I want to maximize my retirement income

I want help with estate planning to ensure my money goes where I want when I'm no longer here

I want help choosing when to claim Social Security

I want to have peace of mind knowing someone is watching out for my interests

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