YFI   Youngblood Financial, Inc.
                  Private Client Services
  
 
 

Worry free retirement results when you rest easy knowing that that you are on-target to fully fund a long and fulfilling retirement  

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Key Benefits of Retirement Planning

Mid-Career

  • Know what it will take to retire
  • Lay out a roadmap for reaching specific goals
Business Owner
  • Determine capital and liquidity requirements
  • Succession planning to protect biggest asset
Near Retirement
  • Address concern that you might outlive your money
  • Finalize target retirement date
  • Determine draw-rate which will not deplete capital

Retirement Projection with the Common Problem of "Shortfall"

Shortfall Graph 

 

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