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Retirement Planning

The representatives at ATI understand various age groups have unique concerns in regard to planning for retirement.

These phases include:

  • Planning Phase (25-45 years of age) - Establish and begin funding Retirement Accounts.
  • Accumulation Phase (46 years to Retirement) - Increase funding and manage investments.
  • Living Phase (In Retirement) - Create a budget, generate income/ income stream and live well!

A properly constructed Retirement Plan requires knowledge in two critical areas - Investment Funding and Tax Planning. Our team of Financial Consultants and Certified Public Accountants have been offering this unique blend of services for over 15 years. We have helped numerous clients through the retirement planning process.