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We understand that planning for retirement can be overwhelming and confusing, which is why we are here to help. Our team of experienced professionals is dedicated to providing personalized support and guidance to help you plan for a comfortable retirement.
You Are thinking about Retirement
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You Got a
Promotion
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You Came Into An Inheritance
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Your Life Situation has Changed
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Retirement Planning
At Exponent Investment Management, we specialize in helping clients move from active to passive income during retirement. We understand that retirees need a steady stream of income to support their lifestyle, and we have the expertise to create a customized investment strategy that maximizes income while minimizing risk.
We use a combination of traditional and alternative investments to create a diversified portfolio that is tailored to your risk tolerance and long-term goals. We regularly monitor the portfolio and make adjustments as needed to ensure that your income needs are met. Additionally, we provide guidance on the tax implications of different types of retirement income, and work with you to minimize taxes and maximize income. With Exponent Investment Management, you can have the peace of mind that your retirement savings are in good hands and you will have a steady income in your retirement years.
Take the first step towards a comfortable retirement with our free retirement calculator, which will give you an estimate of how much you’ll need to save and how much you can expect to spend in retirement.
Get a quick and easy estimate
Compare different retirement scenarios
Find out how much you will need to save for retirement
Find out how long your money will last
Find out if you are on track to meet your retirement savings goal
Identify potential shortfalls
Have one of our advisors review your results
our advisor are responsible for you the client. They are not part of a corporate structure, and they are not looking for a promotion. They are professional advisor. It is what we do, and who we are.
This is not our first job or our first investment portfolio we manage. We do this every day, all day, and we have been doing this a very long time. We are still doing it because we enjoy it. We take pride in our work and our client’s success.
We help clients just like you reach their financial independence. We’ll help you define it, we’ll plan for it and we will implement it.
We are large enough to have a great operations team. We are small enough that our clients have a direct link to every member of the team as well as their advisor.
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